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Rosa Quartuci

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Rosa Quartuci is a financial professional currently serving as First Vice President at Morgan Stanley.12 She joined Morgan Stanley in February 2021 and is based in Red Bank, New Jersey.34

Professional Background

Rosa specializes in implementing Goals-Based wealth management strategies and estate planning services. Prior to her current role, she worked as a Financial Advisor at Bank of America, N.A. from May 2015 to January 2021.3

Qualifications and Expertise

Rosa holds several important financial industry certifications:

  • FINRA Series 7 registration
  • FINRA Series 63 registration
  • FINRA Series 66 registration
  • New York State Life & Health license
  • New Jersey State Life & Health license
  • Connecticut State Life & Health license1

Career Transition

In a notable career move, Rosa Quartuci, along with Todd C. Gray and client associate Janyve Almanzar, transitioned from Merrill Lynch to Morgan Stanley on Friday, February 3, 2021.4 This team was reported to manage assets worth approximately $500 million at their previous firm.

Rosa Quartuci's LinkedIn profile can be found under the username rosa-quartuci-2093b578, which aligns with her current professional role and industry presence.

Highlights

Feb 3 · advisorhub.com
Wire Wars: Morgan Stanley Hires $500 Million-Asset Merrill Team in ...
Wire Wars: Morgan Stanley Hires $500 Million-Asset Merrill Team in ...

Related Questions

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Rosa Quartuci
Rosa Quartuci, photo 1
Rosa Quartuci, photo 2
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Location

Red Bank, New Jersey, United States