Rosie McGinley is Foundations Financial Partners' Investment and Client Specialist. She brings to the firm over 20 years of experience in the financial services industry. Primarily, she is responsible for the portfolio construction, monitoring and due diligence of the firm's investment offerings. In addition, Rosie works with the Advisors in creating customized financial plans for their clients. She enjoys seeing clients' goals develop into reality from a team that delivers clear, concise, holistic financial planning.
Prior to re-joining the firm in 2013, Rosie was a Financial Advisor at Morgan Stanley Smith Barney and was Vice President of Marketing at J.P. Morgan Asset Management in their mutual funds distribution division. Her vast experience with investment products makes her a great resource for the firm.
Rosie received a Bachelor's Degree in 1991 from Temple University where she majored in International Business. She has participated on Advisory Boards in her local community, most recently with Children and Youth Services of Monroe County and Big Brothers/Big Sisters. She enjoys volunteering her time to helping others.
Rosie holds the FINRA Series 7, 63 and 65 securities registrations and is also a licensed Life, Accident and Health insurance professional.
"Each client has their own set of goals that can change over time. I believe that providing customized solutions and personalized service is an integral part of the process to see their goals come to fruition."
In her spare time, Rosie enjoys spending time with her son and being active in the outdoors.
"Go confidently in the direction of your dreams. Live the life you imagined."
-Henry David Thoreau
Rosie is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner; we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Foundations Financial Partners is independently owned and operated.