Rosemary Timoney, CFP®
Senior Client Relationship Manager
Diligent, Perceptive, Adept
With over fifteen years of experience in financial services, Rosemary is a valued asset to the Client Services Team and a key resource for G.M. Advisory Group’s clients. She is a diligent and dedicated advocate for each client, ensuring their wealth planning needs are prioritized and that each client benefits from all GMAG has to offer.
Rosemary relishes the challenge of helping clients formulate their own unique goals. She has extensive financial planning experience working with high-net-worth families. At GMAG, she collaborates with in-house and external experts to provide clients with the best information and solutions available to meet their specific needs. Her colleagues in the office rely on her for her humor and wisdom.
Prior to joining GMAG, Rosemary was a Private Client Advisor at J.P. Morgan Chase and spent eight years at Bernstein Global Wealth Management, where she served as a Private Client Senior Associate and a Training Manager. She has held the Financial Industry Regulatory Authority (FINRA) Series 7, 63, and 66 securities licenses.
Rosemary lives in Westhampton with her partner, Todd. She proudly takes advantage of all the great things the south fork of Long Island has to offer; grows fruits, vegetables, and flowers; and enjoys evenings around the firepit with family and friends.