Rose Connolly

Rose is the Managing Director of Legacy Investment Advisors, Inc. Rose believes that quality client service means staying connected to her clients. She meets with her clients at least annually and updates them on their portfolios regularly. Staying connected results in a relationship with more consistency, quality and strength. Rose has the expertise to cater to her clients' complete financial goals.

Rose is an Investment Advisor and a Certified Financial Planner. She began her career in the investment world with AXA Advisors, LLC, where she specialized in providing individuals, trusts, and employer benefit plan administrators, with financial advice to help them achieve their financial goals. She works with her clients in order to create appropriate asset allocations for their portfolios. She rebalances each portfolio regularly in order to maximize the return and minimize the risk.

Prior to the financial services industry, Rose was a Certified Public Accountant. Rose has more than 21 years experience in public accounting. She serviced large retail corporations as an auditor and tax specialist at Laventhol and Horwath, CPAs, Boston office from 1985 through 1988 and Tonneson and Company, CPAs from 1988 through 1990. Rose started her own business in 1990. She felt that was the best way to service her clients’ needs. Her desire to provide individuals and business owners with tax and financial guidance, so that they could achieve their personal and business goals, led Rose to become a registered investment advisor and a certified financial planner.

Rose is a 1985 graduate of the College of the Holy Cross, Worcester, Massachusetts. In 1988, she received her Masters of Science in Taxation from Bentley College, Waltham, Massachusetts.

Rose would welcome the opportunity to tell you about Legacy Investment Advisors. She is confident that she can help you achieve your financial goals with confidence and she hopes to earn the position as your trusted advisor.