Amy P. Rosa, CFP<sup>®</sup>, CEP<sup>®</sup>

Amy P. Rosa, CFP®, CEP®

Vice President, Wealth Manager, Founding Partner

  • Amy is originally from a small town in Minnesota.  She migrated to Florida after completing her Bachelor of Science in Communication Studies at St. Cloud State University.
  • Amy started her career in 2008 in the financial services industry at Morgan Stanley.  During her career at Morgan Stanley, she earned her Series 7, 66, and Life, Health and Annuity licenses.  She also has obtained her CERTIFIED FINANCIAL PLANNER™ and Certified Estate Planner™ certifications.  She moved to Steward Parters in 2017.  Steward has partnered with Raymond James since inception.  Amy loves building relationships and helping clients simplify their everyday goals of financial success.  She values service, trust, and integrity.
  • Amy resides in Belleair, FL with her husband and three children.  She enjoys spending time with her family, walking, and going to the beach.

 

Phone 727.386.5659
Fax 727.281.8115