Rosemary Wright has been an investment adviser representative at Whitwell & Co since January 2025, and is not listed among the firm’s executive officers or direct owners. Rosemary Wright holds a B.A. in Marketing from Virginia Commonwealth University.
Whitwell & Co, LLC is a firm with $117M under management, 337 clients and 6 advisers across 6 offices, as of its July 2026 filing.
Rosemary Wright is Director of Planning and Senior Wealth Advisor of Whitwell & Co., which she joined in 2019. She brings over 35 years of financial services experience; previously she served as Senior Wealth Planning Strategist for South Carolina in the Private Banking division of a major national bank. Her work spans financial planning, business transition planning, family dynamics, estate planning, and risk management, and she specializes in working with high-net-worth clients, particularly those approaching retirement and women navigating life transitions.
Rosemary Wright’s longest registration was 4 years at Wachovia Securities, LLC (2000–2004). Before joining Whitwell & Co in 2025, Rosemary Wright was registered through Compound Planning and Belpointe Asset Management LLC.
- Compound Planning– · 2 yearsLas Veegas, NV · Adviser representative · Firm CRD 171787
- Belpointe Asset Management LLC– · 1 yearLantana, TX · Adviser representative · Firm CRD 143440
- National Wealth Partners LLC– · 1 yearLas Vegas, NV · Adviser representative · Firm CRD 243787
- Piascik Advisors, Inc– · under a yearGlen Allen, VA · Adviser representative · Firm CRD 125172
- Wachovia Securities, LLC– · 4 yearsRichmond, VA · Adviser representative · Firm CRD 19616
Professional designations
Listed by Whitwell & Co
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Rosemary Wright is registered as an investment adviser representative in Texas, since January 2025.
- TexasSince 6 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 November 1987 |
| Series 7 | General Securities Representative Examination | 19 September 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Rosemary Soto Wright
- CRD
- 1728693
- Firm
- Whitwell & Co · CRD 331958
- Office
- Bee Cave, TX
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whitwelladvisors.com
Where does Rosemary Wright work?
Rosemary Wright is an investment adviser representative registered through Whitwell & Co, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Rosemary Wright a financial advisor?
Yes. Rosemary Wright has a current investment-adviser registration in Texas, through Whitwell & Co since January 2025.
How many years of experience does Rosemary Wright have?
Rosemary Wright has 11 years in the financial industry, since December 2014, across 6 adviser firms.
What exams has Rosemary Wright passed?
Rosemary Wright has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1987.
Where did Rosemary Wright work before Whitwell & Co?
Before Whitwell & Co, Rosemary Wright was registered through Compound Planning, July 2022 to January 2025; Belpointe Asset Management LLC, March 2021 to July 2022; National Wealth Partners LLC, May 2019 to April 2021; Piascik Advisors, Inc, February 2005 to March 2005; Wachovia Securities, LLC, June 2000 to September 2004.
Where is Rosemary Wright based?
Rosemary Wright’s registered office is in Bee Cave, TX.
Is Rosemary Wright registered with FINRA?
No. Rosemary Wright has no current broker registration.
Is Rosemary Wright a CFP?
Whitwell & Co lists Rosemary Wright with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Rosemary Wright’s record?
Search CRD 1728693 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rosemary Wright’s full registration record.
Stefan WhitwellChief Executive Officer- Andrew LucichChief Compliance Officer