portrait of Rosemarie Kountz

About Rosemarie

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what goals you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

In 2002, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Newburyport, MA. I have served as a mentor to new financial advisors and as a member of the Boston area's leadership team as the compliance information leader.

In 2021, my branch moved to Rye,...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Insurance & Annuities

Work History

  • Edward JonesApril 2000 to Current

Education

  • Smith CollegeBachelors

Personal Interests

  • Active Lifestyle
  • Golfing
  • Horseback Riding
  • Yoga
  • Cycling

Team Members

  • Dawn Donahue
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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https://www.edwardjones.com/us-en/privacy 

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