Marybeth Rose

Planning Associate

Marybeth joined the firm in January 2016. Marybeth earned her Bachelor of Business Administration Degree in Financial Planning and her Associate of Applied Science Degree in Accounting from the State University of New York at Alfred. Marybeth services client needs on a daily basis, handles client requests, reviews retirement and cash flow projections, reviews client meeting materials, and provides follow ups for meetings. She also provides support to the Tax Department during tax season and manages the firm’s website, quarterly newsletter, and social media accounts.

Marybeth's professional memberships include:

  • Financial Planning Association (FPA)

Contact Marybeth at mbr@waterfordadv.com or 716-580-3906, ext. 106.

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