AbbeyRose, a proud Massachusetts native, has been in the financial services industry for over 7 years. She began her career in Los Angeles, where she wholesaled mutual funds and annuitiesA financial instrument that pays the holder a guaranteed stream of payments. The annuity is funded by either a lump sum (one-time) or a series of deposits. Once funded, the sum is invested by the insurance company who sold the annuity (the accumulations phase). After a certain trigger (for example, the holder’s retirement or reaching a certain age) payments begin to be issued to the holder (annuitization phase). Annuity payments may be fixed or variable in both amount and in length (some pay out for a designated span of years, others until the holder’s death). to financial advisers. AbbeyRose then worked in investor relations at a boutique hedge fund specializing in tactical investments. She was an adviser consultant at a Boston-based investment management firm before transitioning to her role in client service at Adviser Investments. AbbeyRose holds her B.A. in media studies from the University of San Francisco. She has been a dedicated volunteer at Perkins School for the Blind for years. In addition to volunteering, AbbeyRose enjoys cooking, writing, family time and traveling. She lives in the South Shore with her fiancé, Jasper, and her Maltipoo, TomTom.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC