Rose Ann McDonald, CLF​

​

Contact Info

Website:  www.apogeefp.com

Email:  rmcdonald@apogeefp.com

Office:  770-512-5108

Cell: 770-299-8411

 

Rose Ann McDonald is the Executive Vice President of Strategic Initiatives and Interim GA for 
Apogee Financial Partners. Her role encompasses all areas of the firm’s business with a focus on 
organizational effectiveness, creating and streamlining systems and processes, including general 
oversight of the firm.

Rose Ann has over forty-three years of experience in compliance, leadership development, 
operations, training and development, marketing, coaching and mentoring and management in the 
financial services industry starting on Wall Street in New York City and has worked at Fidelity, 
Ameriprise Financial (formerly American Express Financial Advisors), MetLife and Mass Mutual. At 
MassMutual Perimeter Agency in Atlanta, Rose Ann was a Sales Manager, Practice Development 
Specialist and Firm Leader and has been recognized as an individual contributor and consistent 
performer in all roles.

​

Rose Ann has been instrumental in attracting and developing women in financial services and has 
been the firm champion in this area as well as other implementation initiatives. Rose Ann prides 
herself on her ability to build relationships and consistent systems throughout an organization and 
has a real passion for developing people and helping them to reach their full potential, not just 
their goals.

​

Rose Ann graduated from Herbert H Lehman University, City University of New York with a degree in 
English Literature and a minor in Pre-Law. She holds her FINRA registrations: Series 7,63,4,53,24 
and 26. State licenses include Life and Health and Variable Products.

​

She lives in Ellenwood Ga and has two adult daughters and a 10-year-old grandson. Rose Ann is 
active in her Church and enjoys travelling, gardening and spending time with family and friends.

Personal Mantras
1. Make a Difference (Go MAD)
2. Pay it Forward
3. Live with Joy and Gratitude

Rose Ann McDonald is a Registered Representative of, and securities are offered solely by, Equity 
Services, Inc., Member FINRA/SIPC, 5555 Glenridge Connector, Suite 525, Sandy Springs, GA 30342, 
770- 512-5100. Apogee Financial Partners is independent of Equity Services, Inc. In CO, MO, NH and 
WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC8356907(0925)3