Rose Palazzo is Group President of Financial Planning at Envestnet and leads us in our vision of creating financial wellness for all. Rose has extensive experience in the financial industry and in-depth knowledge of MoneyGuide as she came to us from the role of Head of Financial Planning for Morgan Stanley Wealth Management. Rose joined Morgan Stanley in 2008 as part of the Financial Planning organization to lead the development and launch the firm's proprietary progress to goals monitoring service. During her time as Head of Financial Planning she was responsible for managing the development, implementation and support of Morgan Stanley's financial planning offering.
Rose has hands-on experience in designing financial planning software. She was a key architect of Morgan Stanley's proprietary Goals Based Wealth Management platform, Goals Planning System (GPS), launched in 2017. In addition, she helped design a Custom Feature for MoneyGuide that has had over 140,000 plans adopted since its inception.
In 2020, Rose was recognized by Morgan Stanley Wealth Management as part of its partnership with MAKERS, a project dedicated to identifying and celebrating women of accomplishment across multiple fields along with the men who sponsor and champion women's achievement.
Prior to joining Morgan Stanley, Rose spent nine years with Merrill Lynch, where she served in several roles within the firm's Financial Planning and Retirement Groups, helping to develop and deliver financial planning tools to their Financial Advisers and clients.
Rose is a frequent speaker at Industry events addressing financial planning topics. She especially enjoys participating in events focused on advancing women in financial services.
Website: www.envestnet.com | LinkedIn: www.linkedin.com/company/envestnet
