Work History
Edward Jones
Edward JonesFebruary 2023 to CurrentGlobal Brokers Realty
Global Brokers RealtyJune 2018 to January 2023
FINANCIAL ADVISOR
Kevin M Rosen
10 Windsormere Way Ste 200, Oviedo, FL 32765opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
About Kevin
As a financial advisor with Edward Jones, I'm driven by a deeply personal mission.
Growing up in Brooklyn, NY, I witnessed firsthand the devastating impact of poor financial guidance when my father, a bank VP, passed away unexpectedly at the age of 40.
Despite a substantial settlement, my legally blind mother received inadequate advice, depleting funds meant to last a lifetime.
This experience fuels my passion for providing sound financial guidance to individuals and families facing life's uncertainties.
My professional journey began early – at 17, I started my first company and dove into investing. This entrepreneurial spirit, coupled with my...
Growing up in Brooklyn, NY, I witnessed firsthand the devastating impact of poor financial guidance when my father, a bank VP, passed away unexpectedly at the age of 40.
Despite a substantial settlement, my legally blind mother received inadequate advice, depleting funds meant to last a lifetime.
This experience fuels my passion for providing sound financial guidance to individuals and families facing life's uncertainties.
My professional journey began early – at 17, I started my first company and dove into investing. This entrepreneurial spirit, coupled with my...
Work History
Edward Jones
Edward JonesFebruary 2023 to CurrentGlobal Brokers Realty
Global Brokers RealtyJune 2018 to January 2023
Personal Interests
- Active Lifestyle
- Motorcycles
- Real Estate
- Vintage Cars
- Outdoor Enthusiast
Team Members
Karen StottSr. Branch Office Administrator
ReBecca StockwellBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
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