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Business has client appreciation event – The Stanly News & Press

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Business has client appreciation event

Published 3:24 pm Thursday, August 22, 2024

The Andy Rose Wealth Management Client Appreciation Event took place at his office at 236 Market St., Locust, on Aug. 17.
The event marked the second anniversary of the launch of Rose’s business, after he spent 20 years at Wells Fargo Advisors.
Salisbury’s Colton Sherrill performed a live acoustic set for the attendees, which included more than 60 clients and their family members.
Andrew’s wife Claudia cohosted the event, providing food and drinks for the attendees.

Andy Rose

“This was a great way to say thank you to the people who have made the dream of starting my own firm a reality,” Rose said. “Our goal is to create a client experience that is a cut above. None of this is possible without these amazing clients and their families.”
Rose also has an office at 234 E. North St., Albemarle.
Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

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