Aubrey J. Rosser III, CFP® in

Aubrey J. Rosser III, CFP®

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Wealth Management Advisor at Northwestern Mutual
📍 Washington DC-Baltimore Area, United States

Aubrey J. Rosser III is the Founder and CEO of Corner Wealth Management. With a Masters from New York University and multiple designations including CFP®, CLU®, and ChFC®, he has extensive experience from roles at Northwestern Mutual, Fortis Bank, and Citi, specializing in comprehensive financial planning.

Outside of his professional life, Aubrey lives in New York City with his wife, son, and dog. He is an avid reader and enjoys staying active by playing sports, with a particular interest in both golf and basketball.

He holds four advanced financial designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®).

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Experience
19 Years
Current Role
Wealth Management Advisor
Location
Washington DC-Baltimore Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Aubrey cares about

Holistic Financial Planning
As a CFP®, he emphasizes creating clear, approachable, and easy-to-follow financial plans that integrate insurance and investment products for his clients.
Market & Economic Analysis
He actively comments on market signals, including jobs and inflation data, interest rates, and the economic impact of geopolitical events like Supreme Court decisions.
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Career

Work history

7-2009
Wealth Management Advisor
Northwestern Mutual
4-2007 - 6-2009
Associate
Fortis Bank
2-2006 - 4-2007
Analyst
Citi
In the press

Media appearances

Aubrey J Rosser III, Wealth Management Advisor – Northwestern Mutual. Featured in Northwestern Mutual
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Education
2004 - 2006
Master's
New York University
1999 - 2003
Bachelor’s Degree
Emory & Henry University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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