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Rosemary FrankOffline

  • 615-595-6850

Information

Phone
Business Name

Rosemary Frank Financial, LLC

Street Address

205 Powell Place Suite 234

City

Brentwood

State

Tennessee

Zipcode

37027

Bio/Background

Rosemary Frank is the Principal of Rosemary Frank Financial, LLC, a fee-only Registered Investment Adviser. As such, she provides services in the areas of wealth management, divorce financial consulting, and other attorney support services.

As a divorce financial practitioner since 2005, Rosemary has consulted on hundreds of divorce cases providing litigation support, expert witness testimony, or financial neutral services. She has extensive experience with high net worth situations as well as highly contested divorce. Rosemary has emerged as one of the leading divorce financial practitioners in the country and regularly contributes to the development and refinement of professional procedures, protocols, and advanced thinking at a national level.

Rosemary received her B.S. degree from Rochester Institute of Technology and was awarded an MBA by the University at Buffalo, State University of New York. She holds the designations of Certified Divorce Financial Analyst (CDFA), Advanced Divorce Financial Analyst (ADFA), Certified Fraud Examiner (CFE) and Master Analyst in Financial Forensics (MAFF). She is also a TN State Supreme Court Listed Rule 31 Family Law Mediator, specially trained in domestic violence. In addition, she holds an active insurance license for property & casualty (home, auto, business), life & health and variable products (annuities, cash value insurances). As an educator, she has authored numerous Continuing Legal Education (CLE) courses, on the financial and tax issues of divorce, which have been approved for credits by the TN Commission on Continuing Legal Education for attorneys and the TN Alternative Dispute Resolution Commission for mediators. In addition, she previously held active General Securities licenses, as well as a General Securities Principal (supervisory) license, for a number of years before transitioning to the fee-only advisory service model. Most recently, she was approved as an Arbitrator, for securities transactions disputes, by the Financial Industry Regulatory Authority (FINRA).

Type of Mediation