Skip to content
Envestnet

Envestnet

Leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.

  • Our Platform
    • Portals
    • Advisor
    • Manager
    • Enterprise
    • Client
  • Our Vision
    • Financial Wellness
    • Financial Planning
    • Managing Credit
    • Investing
    • Protecting
    • Data and Analytics
  • Our Clients
    • Advisors
    • Institutions
  • Resources
    • Blog
    • Envestnet Institute
    • Events
    • Newsroom
    • Press Releases
  • About
    • Our Leadership
    • Our Brands
    • Integration Partners
    • Giving Back

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.
Financial Planning/Financial Wellness/MyBlocks

Effective Client Engagement Tactics Require Personalization

February 7, 2023March 2, 2023 Rose Palazzo

Recent studies show that clients don’t just want a closer relationship with their advisor, they need it.

Categories

FOLLOW THE ENVESTNET BLOG

Enter your email address to follow our blog and receive notifications of new posts by email.

On Twitter

My Tweets
2023 Envestnet
Powered by WordPress.com.
 

Loading Comments...