Rosemary Guilfoyle

Rosemary Guilfoyle is a Wealth Advisor at Private Wealth Management of Coral Gables – Raymond James, where she partners with professionals, business owners, and families to bring clarity and structure to their financial lives. With over 15 years of experience in financial services, Rosemary specializes in helping clients align their wealth strategies with their long-term goals, whether that's building, protecting, or transitioning wealth.

Her path into financial advising was personal. As a former business owner, Rosemary experienced firsthand the impact that thoughtful financial guidance can have on a family's future. That experience, combined with her natural inclination toward advocacy, led her to transition into financial services in 2011. She began her career with Guardian Life and then went on to work with New York Life for almost 8 years, where she focused on building a strong foundation in protection planning before expanding her focus to include investment strategy, wealth accumulation, and legacy planning.

What truly sets Rosemary apart is her nearly two decades of prior experience as an insurance property adjuster. That chapter of her career shaped her ability to navigate complex situations, advocate for her clients, and approach every relationship with empathy and precision. Today, she is known for helping clients bring clarity, structure, and intention to their financial lives—guiding them through moments that may feel overwhelming and creating a clear path forward aligned with their goals.

Rosemary holds a Bachelor of Arts from Florida State University, where she majored in Spanish and minored in International Finance. She also holds her Series 7 and 66 licenses and has earned the CEPA (Certified Exit Planning Advisor) designation, further strengthening her ability to advise business owners on transition and exit strategies.

Her clients are typically in their peak earning years—often between ages 45 and 65—seeking to become more intentional about their financial decisions and ensure their future is secure. Rosemary is known as a trusted resource, a thoughtful problem solver, and someone who genuinely cares about her clients' best interests.

Beyond her professional work, Rosemary is deeply connected to her community and values time with family above all. She is a proud mother of two adult children and a first-time grandmother. A natural connector who speaks multiple languages, she enjoys building meaningful relationships, traveling, staying active through Pilates, and spending quality time with family and friends.