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.