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Roseanne Smith Joins Queensborough Investments as Wealth Planner

Published on August 14, 2024

Roseanne Smith Joins Queensborough Investments as Wealth Planner

Roseanne Smith has joined Queensborough Investments* as Vice President and Wealth Planner in the Savannah market. Roseanne has over 20 years industry experience and was most recently a financial advisor in the Savannah market.

 

Roseanne grew up in the Tift County, Georgia area, graduated from Georgia Southwestern State University, and has three children, and two grandchildren. 
 

She is an active board member of the Faith Equestrian Therapeutic Center, and enjoys riding motorcycles with her partner, Paul, as well as kayaking, paddleboarding, weight training and hiking. 

 

“Roseanne’s broad background in banking, investments and private wealth adds even more depth of experience to our coastal Georgia wealth team. I especially appreciate her authenticity, integrity and passion, as well as her high level of competency in working with the unique financial needs of women in wealth and business,” says Dagan Sharpe, Queensborough Investments Head of Wealth Management.

 

Roseanne’s office is in the Queensborough Investments Office at 7393 Hodgson Memorial Drive, Suite 100, Savannah, GA.

 

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Queensborough National Bank & Trust and Queensborough Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Queensborough Investments, and may also be employees of Queensborough National Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Queensborough National Bank & Trust or Queensborough Investments. Securities and insurance offered through LPL or its affiliates are: 

 

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value 

 

Queensborough National Bank and Trust (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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