Charlee Rose

About Charlee Rose

My name is Charlee Rose and I am a Financial Advisor with over 14 years of experience at Edward Jones. My office is located in the Forest Acres community of Columbia SC, where I also live with my wife Nicole and our 2 children, Charles & Emma. I am a proud alumnus of the University of South Carolina with a Bachelor of Science in Finance. At Edward Jones, my primary focus is determining what is most important to my clients. Using an established 5-Step Process, I can assist them in setting clear and attainable financial goals, identifying proven, effective strategies to reach those goals, and help them stay on track throughout their lives. My Branch Office Administrator Brittan Tutt and I take pride in partnering together to deliver personalized, tailored solutions that surpass each of our clients’ highest expectations. Whether you are planning for a comfortable retirement, preparing your estate for wealth transfer, saving for college or other large purchases, or in need of protection for those you care for most, my team and I are well equipped to assist you and your loved ones.Highly skilled in Retirement Planning, Wealth Management & Transfer, Investment Advisory Services, Life, Long-Term Care & Disability Insurance, Portfolio Management, and Financial Services & Investments.Office Information3710 Landmark Dr, Suite 107Columbia SC 29204Work 80••••••31Cell 80••••••63

Experience

1. Financial Advisor

   Edward Jones

   Jun 2010 — Present

Education

• University of South Carolina

  Bachelor of Science - BS

  2006 — 2010