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Rose Ann McDonald, CLF

Contact Info



Office:  770-512-5108

Cell: 770-299-8411


Rose Ann McDonald is the Executive Vice President of Strategic Initiatives for Apogee Financial Partners.  Her role encompasseses 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 thirty- five 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 lives in Ellenwood Ga and has two adult daughters and an 8-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

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