Libby Romack, CFP®

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Managing Director – Investments and Branch Manager
Wise Wealth Advisors
2585 Huntcliff Ln
Panama City, FL 32405

libby.romack@benjaminfedwards.com
Phone: 850-769-7053

CA License #0D12395

OVERVIEW

With over 27 years of financial services industry experience, Libby Romack is a financial advisor with Wise Wealth Advisors of Benjamin F. Edwards & Co. She joined the firm in 2011 as branch manager and helped the firm establish its presence in Florida. Libby is a CERTIFIED FINANCIAL PLANNER™, or CFP®, professional and previously worked at A.G. Edwards & Sons.

Libby knows that finances are a very personal part of a person’s life and a critical element of one’s financial future. As a result, she makes sure that her discussions with clients cover far more than just what the next investment will be. Together with her team, they develop a roadmap designed specifically to help a client reach their long-term goals and objectives.

Libby has three boys who fill her life with a great deal of joy.

WHAT IS A CFP^®? A CERTIFIED FINANCIAL PLANNER^™, or CFP^®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER^™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER^™ Board of Standards Inc. owns the certification marks CFP^® and CERTIFIED FINANCIAL PLANNER^™ in the U.S.