Registered Administrative Assistant
Rosa is the newest addition to the Nautica Wealth Advisors family having joined in July of 2017. As a Registered Administrative Assistant, she will provide support to the advisors. This includes preparing documents, processing transfers, asset movement and performing client account maintenance.
Rosa began her career in the Financial Services field in 1998 with Scudder Kemper Investments answering phones in the calling center for the AARP Funds offered by Scudder. Rosa is Series 6 and 63 registered, and in 2001, she started her 16-year employment with LPL Financial. Rosa worked in Operations and Service. Having this back office knowledge and experience has helped her understand the business as a whole.
In her free time, Rosa loves camping with her husband and twin boys. Rosa and her family, along with a group of close friends, are Viking reenactors. they do their own costuming, woodworking and leatherworking to replicate Viking lifestyle. Rosa likes to describe it as dress up camping as they have an encampment at the local Renaissance Fair a few times a year.
Rosa is also a huge music junkie with pretty eclectic tastes. One minute she could be listening to Iron Maiden and the next, Ella Fitzgerald or The Beastie Boys.
Getting to Know Rosa:
Favorite Food: Peruvian
Bucket list: Travel to Japan and visit Kyoto
Biggest accomplishment: Motherhood
Favorite holiday: Halloween; I love the creepy and macabre and love creating costumes
Favorite quote: “Each friend represents a world in us, a world possibly not born until they arrive, and it is only by this meeting that a new world is born.” – Anais Nin