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Rose Bertram helps shape the future of the industry leading broker-dealer

3:13 PM, Feb. 18, 2013  |  Comments
ROSE BERTRAM
ROSE BERTRAM
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As a reflection of her exceptional commitment to her clients and to pay it forward, Rose Bertram has been appointed to the Woodbury Financial Services President's Advisory Council.

Membership in this organization is offered to a select group of registered representatives who, through their influential partnership with Woodbury Financial senior leaders, play a key role in transforming the future of the industry-leading broker-dealer, which is home to some of the finest professionals in the nation.

In today's economy, the role of an independent financial professional is more important now than ever before. Our representatives guide their clients through options and help them develop time-tested financial solutions. They have access to subject matter experts, technology, training, leverage professional alliances, and expand their circle of influence. Through her engagement in the Council, Rose helps ensure that her peers are equipped to help their clients, for the long term.

Woodbury Financial President and CEO, Patrick H. McEvoy, confirms, "I am proud of Rose and thank her for her proactive vision and dedication. Through our partnership, we'll continue to ensure that the voice of Woodbury Financial producers is heard, our strategies differentiate us from the competition, and - most importantly - align with the needs of clients."

McEvoy elaborates, "I am honored to partner with Rose Bertram and all dedicated President's Advisory Council members. These visionary leaders have qualities that set them apart as financial professionals. They want to leave a legacy that ensures that their clients, and clients of all our representatives, have access to platforms they need to make informed decisions. These leaders value independence, choice, have entrepreneurial spirit, and embody the best that the financial services industry has to offer."

Rose Bertram has 16 years of experience in the financial services industry, is a native of Fond du Lac and owns and operates Rose Bertram LLC the FDL Area Retirement Planning and Investment Resource, located at 19 E. First St., Fond du Lac.

Woodbury Financial Services Inc. is a leading industry broker-dealer, which is home to over 1,600 independent representatives nationwide and 200 employees. Woodbury Financial is a relationship-based firm, which provides its representatives with ultimate choice - the choice of affiliation, business structure, and a true entrepreneurial model.

For more information, Bertram can be contacted at rose@rosebertram.com; or by calling 922-9720.

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