Nick Rogers, CFP® | Managing Director

Nick Rogers, Managing Director at Rose Advisors, brings a wealth of experience and dedication to guiding clients towards their financial goals. He spearheads the team's financial planning efforts, collaborating closely with individuals and families to craft custom plans tailored to their unique circumstances and aspirations. Nick believes in developing comprehensive wealth management plans that not only address immediate needs but also pave the way for a secure and fulfilling future.

Nick manages the team’s operations with a focus on efficiency and high-quality client care. He strives to execute the team’s goal of delivering dedicated, personalized service that makes clients feel truly valued and supported.

Prior to joining Rose Advisors in 2010, Nick's professional journey began at BNY Mellon Wealth Management in Boston, MA. He holds a Bachelor of Science degree in Finance and Marketing from Boston College, along with the CERTIFIED FINANCIAL PLANNER^® mark and life & health insurance and Series 7 & 66 licenses.

When he's not helping clients achieve their financial goals, Nick finds joy in spending time with his wife, Emily, and their twin daughters. In his free time, he enjoys staying active through golf, platform tennis and skiing.