portrait of Broc Rosser
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Broc

Some days, I create dreams. Other days, I protect dreams. My passion as well as what gives me energy is helping you through the myriad of financial choices you will make over your lifetime. Will you be able to retire? How can you afford college for your children? How will you deal with aging parents and yourself when you get older? What about selling a business? And so many more questions.

Let me take the burden of financial strategies off of you and allow me to be your financial coach! We will collaborate together to accomplish whatever is important to...

Focus Areas

  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Special Needs Financial Considerations
  • Employee Stock Options

Work History

  • Edward JonesMay 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Central FloridaMasters
  • Furman UniversityBachelor of Arts

Personal Interests

  • Astronomy
  • Genealogy
  • Hiking
  • History and Museums
  • Skydiving

Team Members

  • Matthew Kern
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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