Recent studies show that clients don’t just want a closer relationship with their advisor, they need it.
Author: Rose Palazzo
Rose Palazzo is Group President of Financial Planning and leads us in our vision of creating financial wellness for all. Rose has extensive experience in the financial industry as she came to us from the role of Head of Financial Planning for Morgan Stanley Wealth Management. Rose joined Morgan Stanley in 2008 as part of the Financial Planning organization to lead the development and launch the Firm's proprietary progress to goals monitoring service. Rose was a key architect of Morgan Stanley's proprietary Goals Based Wealth Management platform, Goals Planning System (GPS), launched in 2017. Prior to joining Morgan Stanley, Rose spent 9 years with Merrill Lynch where she served in several roles within the Firm's Financial Planning and Retirement Groups, helping to develop and deliver financial planning tools to their Financial Advisors and clients. Rose is a frequent speaker at Industry events and especially enjoys participating in events focused on advancing women in financial services.