Rosemary Guilfoyle is a dedicated Wealth Advisor at Private Wealth Management of Coral Gables, where she began her tenure in February 2024. With a solid foundation in the financial industry, her career spans over a decade and includes significant roles at Evershore Financial Group in Boca Raton, Prudential, and NY Life. These positions have honed her expertise in financial planning, investment strategy, and client services, making her a trusted advisor in the financial community.
What sets Rosemary apart in the competitive field of investment services is her extensive experience as an insurance property adjuster prior to entering the financial sector. This role, which she held for nearly two decades, instilled in her a deep appreciation for client advocacy, empathetic listening, and the importance of crafting personalized solutions. Today, Rosemary’s approach to financial advising is deeply influenced by these principles; she prioritizes understanding her clients’ unique needs and goals, striving to build lasting relationships and guide them toward financial independence and security.
Rosemary’s educational background is as distinguished as her professional one. She graduated from Florida State University with a Bachelor of Arts, majoring in Spanish and minoring in International Finance. This unique combination of language skills and financial acumen enables her to navigate the complexities of the global financial market with ease, offering her clients well-rounded and insightful advisory services.
Beyond her professional and educational accomplishments, Rosemary is a vibrant member of her community. She has played active roles in various civic and professional organizations, including the Coral Gables Chamber of Commerce, Profit Inc., and Business Referral Group. Currently, she serves on the Executive Committee of a Provisors Group, demonstrating her leadership skills and commitment to professional growth. Her past involvement with Touching Miami with Love, a non-profit organization, showcases her dedication to giving back to the community.
Originally from Boston, Massachusetts, Rosemary has called Florida her home since moving to Miami at the age of six. She now resides in Coral Springs with her spouse, Daniel Guilfoyle, and enjoys the company of her adult children, Giovanna and Alexandre. Outside of her professional life, Rosemary has a passion for travel, culinary exploration, Pilates, and the simple pleasures of sun, sand, and home life.
Raymond James is not affiliated with any of the outside organizations mentioned above.