Emily B. Rose, CFP®
Partner & Wealth Advisor
Emily has been working with Constellation client families to design and build effective wealth transfer plans and investment portfolios since 2011. She holds a Bachelor of Arts from Miami University and a certificate in financial planning from Xavier Leadership Center. She earned the CERTIFIED FINANCIAL PLANNER™ designation in 2014.
Why Constellation
Emily is drawn to serving the unique and varying needs of Constellation’s multigenerational client families. With a foundation in behavioral finance and practical solutions, she works closely with clients and their other trusted advisors to identify and navigate the many dynamic elements of family wealth.
What Drives Emily
Driven by a commitment to building strong communities and helping others, Emily serves on the Board and Finance Committee of The Ion Center for Violence Prevention, as a member of the Roebling Society of the Metropolitan Club, and the Estate Planning Council of Northern Kentucky.