RoseStone Wealth Advisors Employee Directory

RoseStone Wealth Advisors corporate office is located in 1 Galleria Blvd Ste 1830, Metairie, Louisiana, 70001, United States and has 11-50 employees.

rosestone wealth advisors

Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Key Employees of RoseStone Wealth Advisors

WW
Wendell Whetst...
Financial Advisor & Chief Financial Officer
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RoseStone Wealth Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from RoseStone Wealth Advisors

Hundreds of professionals searching for RoseStone Wealth Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SJ
Sherricka Jones
Email Direct
Financial Advisor
United States , Louisiana , Metairie

BH
Brett Howes
Email Direct
Manager, Client Services
United States , Louisiana , Metairie

LM
Lynne Metzger
Email Direct
Business Development Manager, Rosestone Wealth Advisors
United States , Louisiana , Metairie

WW
Wendell Whetstone
Email Direct
Financial Advisor & Chief Financial Officer
United States , Louisiana , Metairie

DB
Daniel Bickerstaff
Email Direct
Financial Associate & Advisor
United States , Louisiana , Metairie

AA
Albert Akpaloo
Email Direct
Financial Associate & Advisor
United States , Louisiana , Metairie

CH
Charlton Havard
Email Direct
Private Wealth Advisor
United States , Louisiana , Metairie

CB
Chad Boisseau
Email Direct
Financial Advisor
United States , Louisiana , Metairie

MF
Megan Feulner-Hauser
Email Direct
Financial Advisor
United States , Louisiana , Metairie

CS
Christopher Steinsholt
Email Direct
Financial Advisor
United States , Louisiana , Metairie

SL
Stafford Lyons
Email Direct
Senior Project Manager, Paraplanner
United States , Louisiana , Metairie

SR
Sarah Rollins
Email Direct
Director, Human Resources
United States , Louisiana , Metairie

Former Employees at RoseStone Wealth Advisors

Explore people who held key positions, contributed to RoseStone Wealth Advisors's success, and advanced their careers.

CM
Craig Marcello
President at Turning Point Financia...
Worked as Business Development Director
at RoseStone Wealth Advisors (2023-2024)
Email Direct

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Frequently Asked Questions Regarding RoseStone Wealth Advisors Employees

How many employees does RoseStone Wealth Advisors have?

RoseStone Wealth Advisors has 11-50 employees

Who is the CFO of RoseStone Wealth Advisors?

RoseStone Wealth Advisors’s CFO is Wendell Whetstone

Who are RoseStone Wealth Advisors key employees?

Some of RoseStone Wealth Advisors key employees are Wendell Whetstone

Where is RoseStone Wealth Advisors located?

RoseStone Wealth Advisors’s headquarters are located at 1 Galleria Blvd Ste 1830, Metairie, Louisiana, 70001, United States

How do I contact RoseStone Wealth Advisors?

RoseStone Wealth Advisors Contact Info: Website: www.rosestonewa.com

What does RoseStone Wealth Advisors do?

RoseStone Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Shreveport, LA. They specialize in providing personalized financial advice and integrated financial planning services, including retirement income planning, tax-aware investing, and estate planning. Their target clients include high-net... Read More

Is RoseStone Wealth Advisors a public company?

RoseStone Wealth Advisors is private company therefore does not currently have an official ticker symbol

See more information about RoseStone Wealth Advisors Employees