Rosemary oversees all aspects of client investment documentation, and has over 30 years’ experience in tax and accounting. Rosemary is responsible for supporting your team in assisting our clients. She has 17 years of experience working in the financial services industry. Rosemary is a Registered Sales Assistant with Cetera Advisors LLC, holds Series 7 and 63 securities registrations with Cetera Advisors LLC and she is a registered life and health insurance agent in North Carolina. She graduated from Iona College with a Bachelor of Business Administration.