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Rosen, Abby 133 5x7

A team approach

Our people collaborate to deliver highly personalized service to you.

Tara Torzilli
Tara Torzilli
Client Relationship Specialist
William Vaughan
William Vaughan
CFP®
Analyst
Melissa Weisz
Melissa Weisz
CFP®, CFA
Wealth Advisor

Team member name and title

Team member contact

Abigail (Abby) Rosen is a CERTIFIED FINANCIAL PLANNER™ professional with over ten years of experience in the financial industry. Prior to her career in finance, Abby was an officer in the United States Navy. Abby is responsible for managing client relationships and coordinating all aspects of client service for the team. Abby specializes in working with corporate executives to help them take full advantage of their available benefits, implement in respect to employer stock concentrations and manage their stock option strategies.

She graduated with a Bachelors of Arts from the College of the Holy Cross, and received a Master of Science in Financial Planning from Bentley University. She is the Treasurer of the New Jersey Psychological Association Foundation and Treasurer of the Harding Township Educational Foundation (HTEF).

Abby lives in Harding with her husband Steve and two children. She enjoys spending time traveling, hiking, camping, and exploring New Jersey with her family, and is a Brownie troop leader.

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