Broker Check
Rose Ann McDonald

Rose Ann McDonald

Interim General Agent

Rose Ann has over thirty- five years of experience in compliance, leadership development, operations, training and development, marketing, coaching, and mentoring and management in the financial services industry starting on Wall Street in New York City and has worked at Fidelity, Ameriprise Financial (formerly American Express Financial Advisors), MetLife and Mass Mutual.  Rose Ann has been recognized as an individual contributor and consistent top performer in all her roles throughout her career.

 

Rose Ann has been instrumental in attracting and developing women in financial services and has been the firm champion in this area as well as other implementation initiatives. Rose Ann prides herself on her ability to build relationships and consistent systems throughout an organization and has a real passion for developing people and helping them to reach their full potential, not just their goals.

 

She is active member of the Atlanta chapter of Women in Financial Services (WIFS) and serves on the Board of the non-profit Women Helping Women for the past 10 years.  She has been focused on financial literacy through churches, schools, women’s groups, etc., to ensure the communities in which we live and serve have the foundational tools to reduce debt and build wealth for the next generation.  She has conducted numerous financial workshops and seminars and believes personal wealth management and legacy planning is an integral part of the financial planning process for families and businesses.

 

Rose Ann graduated from Herbert H Lehman University, City University of New York with a degree in English Literature and a minor in Pre-Law.  She lives in Ellenwood Ga and has two adult daughters and a 6-year-old grandson.   Rose Ann is active in her Church and enjoys travelling, gardening, and spending time with family and friends.

 

Rose Ann McDonald is a Registered Representative of Equity Services, Inc. and offers securities in the following states: AL, FL, GA, MD, NJ, NY, NC, SC, TX, VA, WA.  She is insurance licensed in AL, FL, GA, MD, NJ, NY, SC, TX, VA, WA.