Rosemary Wright, CFP®

Senior Wealth Planner, Director of Women's Wealth Services and Head of Planning

940-202-9850 (direct/text)

Rosemary Wright is a Senior Wealth Planner and Head of Planning at Whitwell & Co., LLC. She is also Director of Women's Wealth Services for the firm. Rosemary has over 30 years’ experience in the financial services industry and most recently was a Senior Wealth Planning Strategist in the Private Banking division of a major national bank.

With a career focused on financial planning, Rosemary has worked with high-net-worth and ultra-high-net-worth clients in the areas of business transition planning and family dynamics. She has a passion for working with women business owners and women who are single through any life circumstance.

Rosemary attended Virginia Commonwealth University where she received a B.A. in marketing and holds the Certified Financial Planner designation. She lives outside of Dallas, Texas where she and her husband Mike relocated to be close to their grandchildren. She is active in the Lantana Ladies League where she serves on the Board, her church, and the lives of two energetic little grandsons. Apart from these, her love for her cats, good food, and delectable wine are three wonders Rosemary enjoys the most.