LEARN MORE ABOUT Rosemary Ballance

Client Relationship Specialist

Rosemary's Bio

Since joining Strategic Wealth Designers in 2022, Rosemary has been a dedicated team member focusing on helping clients with their immediate cash needs and implementing income streams for retirement.

Before joining Strategic Wealth Designers, Rosemary served as a 911 operator and worked with Edward Jones and Georgia Wealth Advisors. These roles honed her crisis management skills and deepened her understanding of financial planning.

What Rosemary loves most about SWD is being part of an environment that promotes collaboration and a shared commitment to always doing the right thing for clients.