Rosa joined the Acorn family early in 2015 as a Client Service Representative. She assists with many day-to-day operations of the firm as well paperwork for our financial advisors.
Rosa was born in San Salvador, El Salvador and moved to Northern Virginia where she was raised. She currently resides in Lowes Island, VA with her son Aiden. When not at work she likes to spend time with her family in Virginia as well as her extended family in Buffalo, NY.
TD Ameritrade »
Login to view your Acorn Client accounts held at TD Ameritrade.
Acorn Client Login »
Login to view your Acorn Client account and add or update your e-delivery preferences.
Loring Ward »
View your custom portfolio allocation, and sign up for e-delivery of your quarterly summaries.
Schwab Alliance »
Login to view your Schwab account and add or update your e-delivery preferences.
Login to view your Pershing account and add or update your e-delivery preferences.