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Roxy Rodriguez

Roxy Rodriguez

Certified Financial Planner

Accounting / Finance

Washington, D.C., Washington

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About Roxy Rodriguez:

I am a wealth management professional with over 10 years of experience in the financial industry.  I focus on complex, detail-oriented advisor succession planning and implementation. I believe a key to success is providing a superior client experience. In particular I enjoy working on investment plans for high-net-worth and multi-generational clients.

I graduated from George Mason University in 2013 with a bachelor’s degree in Government and International Politics. I hold the FINRA Series 66 and 7 securities registrations.  I have also earned the CERTIFIED FINANCIAL PROFESSIONAL professional designation. 

Away from the office I enjoy staying active, traveling and spending time with my family. 

Experience

Wealth Management Associate with experience in 

  • Financial plan creation, implementation and monitoring 
  • Financial advisor succession planning and book of business transition 
  • Daily client relationship management 
  • Fee-base investment portfolio management 
  • New client on boarding 
  • Client event planning 
  • Wealth management team service matrix creation and implementation 

Education

George Mason University 2013

Series 7 

Series 66

CFP 

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