Rosemary Wright, CFP®
Director of Planning and Senior Wealth Advisor
Rosemary Wright brings over 35 years of financial services experience to Whitwell & Co., which she joined in 2019. Previously, she served as Senior Wealth Planning Strategist for South Carolina in the Private Banking division of a major national bank.
Her expertise spans financial planning, business transition planning, family dynamics, estate planning, and risk management. She specializes in working with high-net-worth clients, particularly those approaching retirement and women navigating life transitions.
Rosemary holds a B.A. in Marketing from Virginia Commonwealth University and resides in North Texas near Dallas.
Why Choose a CFP® Professional
Most people think all financial planners are certified. They are not. Just about anyone can use the title "financial planner." Only those who have met the CFP Board's rigorous requirements, including a comprehensive certification exam and several years of qualified experience, can call themselves a CFP® professional.
The CERTIFIED FINANCIAL PLANNER™ designation is the profession's gold standard for comprehensive financial planning. CFP® professionals are held to three fiduciary duties that protect you:
Place the client's interests above the professional's own and above those of any third party. Disclose and manage every material conflict.
Act with the care, skill, prudence, and diligence a prudent professional would exercise, in light of the client's goals, risk tolerance, and circumstances.
Comply with the terms of the engagement and reasonable client directions, while still acting in the client's best interest.