Adria Rosebrock
Vice President, Wealth Management Operations & Training at Hamilton Capital
- Role
- Vice President, Wealth Management Operations & Training at Hamilton Capital
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Adria Rosebrock
As the VP, Wealth Management Operations & Training, I am responsible for determining and implementing best-in-class firm-wide financial planning standards of practice through strategic leadership and management of all related processes, oversight of the training team and initiatives, and coordinating continuing education for the Advisory team. I serve as an in-house expert on financial planning and wealth management issues and assists HC’s advisory and investment management team members in providing best-of-class financial planning advice and services to our clients. I am responsible for the career development of Associate and Senior Associate Financial Advisors and guide them through this important stage of their career as their manager. As a Certified Financial Planner®, I previously served as a financial advisor in the Washington, D.C, metro area. Recognizing the complexities of Social Security, I earned the National Social Security Advisor™ designation in order to better serve clients. I now serve as a subject matter expert on Social Security planning for the firm’s financial planning team and all of its clients.I am passionate about educating and training financial advisors and believe this is how I can have the greatest impact on the financial services industry. This also drives me to help others outside of my professional duties at HC and has led me to serving on boards including serving as President of the FPA of Central Ohio in 2019 and founding chair of the OSU Consumer and Family Financial Services Advisory Board. If you wish to contact me, please email me at a•••@hamiltoncapital.com or call me at (614) as I am not permitted to reply to messages through LinkedIn.Please also note that, while I greatly appreciate your endorsement of my services, as an employee of a registered investment adviser, I am not permitted to post endorsements associated with my profile that may be considered a prohibited testimonial under SEC regulations.
Experience
Vice President, Wealth Management Operations & Training
Jan 2026 — Present · Columbus, OH, US
Education
Georgetown University
Certificate in Financial Planning, Financial Planning and Services
2011 — 2011
Defiance College
Bachelor of Arts (BA), Finance, Management, Economics
2003 — 2007
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