Compass Rose Strategic Partners LLC
Our Qualifications
Simone M. Gladstone, CFP®
Educational Background:
Bachelor of Arts, Gonzaga University, 1987
Certificate in Financial Planning, Merrimack College, 2000
Business Experience:
Managing Member & Investment Adviser Representative at Compass Rose Strategic Partners LLC: 10/2012 – Present
Registered Representative at Triad Advisors, LLC.: 10/2012 - Present
Certified Financial Planner, Vice President – Wealth Management Senior Investment Management Specialist at Morgan Stanley Smith Barney: 07/2000 – 10/2012
Certified Financial Planner, Assistant Vice President at Merrill Lynch:
12/1991 – 07/2000
Captain, 1207 Transportation Company Commander at United States Army/Rhode Island National Guard: 1983 – 1998
Simone Gladstone has no disciplinary actions agaisnt her.
Travis Gladstone, CFP®
Financial Advisor
Stefanie Lafaille
Administrative Assistant
Jonie Augustus
Compliance and Finance Officer
Tyler Linforth
Client Service and Operations Assistant