Director of Wealth Management Operations and Training, Hamilton Capital, LLC
Adria Rosebrock is an esteemed Director of Wealth Management Operations and Training at Hamilton Capital, LLC in Ohio, renowned for her expertise in financial and tax planning. With a focus on developing robust training programs, implementing integrated financial planning standards, and enhancing client experiences through sophisticated financial planning tools, Adria stands out as a leader in her field. A CERTIFIED FINANCIAL PLANNER™ professional, she previously honed her skills as a financial advisor in the Washington, D.C. metro area. Her commitment to Social Security planning is evident, as she is a National Social Security Advisor Certificate Holder, making her a go-to resource for clients seeking clarity on this critical aspect of retirement. Adria is passionate about empowering financial advisors through education, significantly influencing the financial services landscape. Additionally, as the President of the Central Ohio Chapter of the Financial Planning Association, she actively contributes to her community and industry. A graduate of Defiance College with a degree in finance and management, and a Certificate of Financial Planning from Georgetown University, Adria combines academic excellence with real-world experience. Beyond her professional endeavors, she is a self-proclaimed foodie, wine enthusiast, and avid traveler, bringing a well-rounded perspective to her role. For expertise in wealth management operations and Social Security planning, Adria Rosebrock is a trusted and respected professional in the Ohio region.
As a holder of the NSSA® Social Security certification, Adria Rosebrock brings specialized knowledge of Social Security planning to every client relationship.
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.