Libby Romack

With over 23 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^TM, 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^TM, 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^TM Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER^TM Board of Standards Inc. owns the certification marks CFP^® and CERTIFIED FINANCIAL PLANNER^TM in the U.S.