Eliot Rose Wealth Management, LLC Employee Directory

Q: What is Eliot Rose Wealth Management, LLC known for?

Eliot Rose Wealth Management, LLC was founded in 2002. Eliot Rose Wealth Management, LLC operates in the Financial Services industry.

Financial ServicesRhode Island, United States2-10 Employees

At Eliot Rose Wealth Management, we're passionate about helping you achieve a worry-free retirement. As the only financial planning firm in Rhode Island that focuses exclusively on retirement planning, we offer personalized financial, tax, and investment management services. 

Our fee-only, fiduciary approach ensures your best interests come first. We serve clients nationwide through convenient virtual meetings, bringing expert advice right to your home.

Find Eliot Rose Wealth Management, LLC employees' phone numbers or email addresses

Eliot Rose Wealth Management, LLC Global Highlights

North America
8

United States Of America
8

Eliot Rose Wealth Management, LLC's Leadership

K. S. B.
Vp Client Services & Portfolio Management
Mobile Phone
Email
J. S.
President
Mobile Phone
Email
J. S.
President
Mobile Phone
Email
J. J.
President
Mobile Phone
Email
G. S.
Founder & President Research, Investments & Portfolio Management
Mobile Phone
Email
B. D. P. C.
Founder
Mobile Phone
Email
P. J. M.
Senior Vice President, Coo
Mobile Phone
Email

Eliot Rose Wealth Management, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Eliot Rose Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

J. S.
President
Mobile Phone
Email
United StatesRhode Island
Jun 18, 2024
P. J. M.
Senior Vice President, Coo
Mobile Phone
Email
United StatesRhode Island
Nov 10, 2025
G. S.
Founder & President Research, Investments & Portfolio Management
Mobile Phone
Email
United StatesRhode Island
Feb 19, 2026
B. D. P. C.
Founder
Mobile Phone
Email
United StatesGeorgia
Mar 03, 2025
J. S.
President
Mobile Phone
Email
Jun 18, 2024
J. J.
President
Mobile Phone
Email
United StatesFlorida
Oct 22, 2024
K. S. B.
Vp Client Services & Portfolio Management
Mobile Phone
Email
United StatesRhode Island
Nov 10, 2025

Frequently Asked Questions

What is Eliot Rose Wealth Management, LLC known for?

Eliot Rose Wealth Management, LLC was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 1300 Division Road Suite 301 West Warwick, Rhode Island 02893 United States; you can contact the main corporate office by phone at

+1-401-588-****

. Explore Eliot Rose Wealth Management, LLC's company overview page for more information.

What is Eliot Rose Wealth Management, LLC's most common email format?

Eliot Rose Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eliot Rose Wealth Management, LLC email formats with LeadIQ.

How many employees does Eliot Rose Wealth Management, LLC have currently?

Eliot Rose Wealth Management, LLC has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Eliot Rose Wealth Management, LLC's key employees and leadership?

As of February 2026, Eliot Rose Wealth Management, LLC's key employees include:

Vp Client Services & Portfolio Management: K. S. B.
President: J. S.
President: J. S.
President: J. J.
Founder & President Research, Investments & Portfolio Management: G. S.

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