Rose M. Roberts-Jassoy, CLU, ChFC in

Rose M. Roberts-Jassoy, CLU, ChFC

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Financial Adviser at Eagle Strategies LLC
📍 Longboat Key, Florida, United States

Rose M. Roberts-Jassoy is a Financial Adviser at Eagle Strategies LLC with over four decades of experience. Holding CLU, ChFC, CLTC, and RICP designations, she specializes in wealth management, estate conservation, and financial solutions for businesses. She is a graduate of the University of Wisconsin-Madison.

Rooted in the values of hard work and education learned from her upbringing in rural America, Rose is dedicated to helping families and professionals achieve their goals. She focuses on building plans that provide clients with confidence and peace of mind for their financial future.

She bravely forged her path in the financial advisory world as a 22-year-old woman and has built a career spanning several decades.

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Experience
41 Years
Current Role
Financial Adviser
Location
Longboat Key, Florida, United States
Personality Overview

How Rose shows up

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 Rose cares about

Estate & Legacy Planning
Specializes in helping clients with estate conservation and creating strategies to protect their assets and transfer wealth to the next generation.
Retirement Security
Focuses on creating customized retirement planning solutions and helping clients find and consolidate past 401(k) accounts to secure their financial future.
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Career

Work history

2-2002
Financial Adviser
Eagle Strategies LLC
9-1984
Financial Services Professional
NYLIFE Securities LLC
8-1984
Financial Adviser
Roberts Jassoy Financial Group
8-1984
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
CLU
The American College
BA
University of Wisconsin-Madison
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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