Rosemary Lombardy is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Nashville, TN. With over thirty years of experience in the financial services industry, Rosemary has achieved numerous accolades and designations, including being a member of the Director's Council and obtaining the Wealth Advisor, Portfolio Manager, and Senior Portfolio Manager designations. She has managed over $100 million in assets for individuals and small businesses and is known for her insight-based advice and commitment to understanding her clients' priorities and concerns.
As a respected member of the Nashville community, Rosemary is actively involved in various organizations, including the Nashville Chamber of Commerce. She has also volunteered for Vanderbilt's Children Hospital and Frist. With her extensive knowledge and expertise, Rosemary Lombardy is dedicated to helping her clients confidently pursue their life goals and achieve financial success.
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