Rose M. Thompson, CRPC®

VICE PRESIDENT & PRIVATE WEALTH ADVISOR
Commons Capital Advisors | Rose M. Thompson
You Can’t Substitute Experience

Rose has provided wealth management advice and services to multi-generational families for over 25 years. She began her career at Merrill Lynch and has worked at Oppenheimer & Co., Bank Hapoalim and TIAA-CREF, one of the largest providers of retirement services globally.

In 2006, she was recruited back to Merrill Lynch, continuing to specialize in retirement planning and earned the CRPC® (Chartered Retirement Planning Counselor℠) designation before joining Commons Capital Advisors, LLC in early 2011.

Rose has provided wealth management advice and services to multi-generational families for over 25 years. She began her career at Merrill Lynch and has worked at Oppenheimer & Co., Bank Hapoalim and TIAA-CREF, one of the largest providers of retirement services globally.

In 2006, she was recruited back to Merrill Lynch, continuing to specialize in retirement planning and earned the CRPC® (Chartered Retirement Planning Counselor℠) designation before joining Commons Capital Advisors, LLC in early 2011.

A Goal Without a Plan is Just a Wish

Rose's expertise is advising clients on pre-and post-retirement issues, customizing lifetime retirement income streams that address issues of longevity, inflation, market fluctuations and tax minimization. She is committed to educating and empowering women to make the best financial decisions for themselves. Her approach to serving women, particularly those going through life changes of widowhood and divorce, is truly unique. Rose not only provides customized financial planning and investment management, but also serves as a supportive partner during times of difficulty and change. Through her unparalleled excellence and commitment, Rose has built an extensive “family” of loyal multi-generational clients.

Rose has extensive experience working with TIAA-CREF retirement plans. She has assisted thousands of participants traverse these complex plans and can provide an in-depth analysis of your TIAA-CREF plan(s) for you, including:

  • The rules of your Employer Plans vs. your Supplemental Plans including RA, GRA, SRA, GSRA, and 401A plans
  • How Employer Contributions vs Mandatory Employee Contributions vs Voluntary Employee contributions are treated
  • Asset Allocation and review of your investments
  • Income options for your TIAA-Traditional
  • Pros and cons of Annuitization of your contract
  • After tax annuities
  • Minimum Required Distribution (MRD) options

Rose received a joint Master’s Degree from MIT and Tufts University. She is a long distance swimmer and volunteers at Rofeh International. She has four adult children and is the proud grandmother of two.

Rose's expertise is advising clients on pre-and post-retirement issues, customizing lifetime retirement income streams that address issues of longevity, inflation, market fluctuations and tax minimization. She is committed to educating and empowering women to make the best financial decisions for themselves. Her approach to serving women, particularly those going through life changes of widowhood and divorce, is truly unique. Rose not only provides customized financial planning and investment management, but also serves as a supportive partner during times of difficulty and change. Through her unparalleled excellence and commitment, Rose has built an extensive “family” of loyal multi-generational clients.

Rose has extensive experience working with TIAA-CREF retirement plans. She has assisted thousands of participants traverse these complex plans and can provide an in-depth analysis of your TIAA-CREF plan(s) for you, including:

  • The rules of your Employer Plans vs. your Supplemental Plans including RA, GRA, SRA, GSRA, and 401A plans
  • How Employer Contributions vs Mandatory Employee Contributions vs Voluntary Employee contributions are treated
  • Asset Allocation and review of your investments
  • Income options for your TIAA-Traditional
  • Pros and cons of Annuitization of your contract
  • After tax annuities
  • Minimum Required Distribution (MRD) options

Rose received a joint Master’s Degree from MIT and Tufts University. She is a long distance swimmer and volunteers at Rofeh International. She has four adult children and is the proud grandmother of two.

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JOIN OUR TEAM

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Financial Advisors

Through a lot of hard work you’ve probably built an excellent book of business. You’ve earned the respect and confidence of your clients. You’re successful but you’re tired of your current firm’s platform and payout structure. Making the move to independence you have the freedom to realize your goals and serve your clients better.

Commons Capital Advisors | Join Our Team

Financial Professionals

Whether you are beginning your financial services career or looking to further your experience, Commons Capital Advisors emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance. You'll have access to the best training and development programs available to succeed.

Commons Capital Advisors | Join Our Team

Students

As an intern at Commons Capital Advisors, students perform real-world work and achieve bottom-line results. You can choose the area that fits you best, from advisor support to marketing to research. You'll gain career-building skills and get a chance to network in a supportive, high-energy, team-based atmosphere.

Commons Capital Advisors | Join Our Team

Financial Advisors

Through a lot of hard work you’ve probably built an excellent book of business. You’ve earned the respect and confidence of your clients. You’re successful but you’re tired of your current firm’s platform and payout structure. Making the move to independence you have the freedom to realize your goals and serve your clients better.

Commons Capital Advisors | Join Our Team

Financial Professionals

Whether you are beginning your financial services career or looking to further your experience, Commons Capital Advisors emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance. You'll have access to the best training and development programs available to succeed.

Commons Capital Advisors | Join Our Team

Students

As an intern at Commons Capital Advisors, students perform real-world work and achieve bottom-line results. You can choose the area that fits you best, from advisor support to marketing to research. You'll gain career-building skills and get a chance to network in a supportive, high-energy, team-based atmosphere.

Commons Capital Advisors | Join Our Team

Financial Advisors

Through a lot of hard work you’ve probably built an excellent book of business. You’ve earned the respect and confidence of your clients. You’re successful but you’re tired of your current firm’s platform and payout structure. Making the move to independence you have the freedom to realize your goals and serve your clients better.

Commons Capital Advisors | Join Our Team

Financial Professionals

Whether you are beginning your financial services career or looking to further your experience, Commons Capital Advisors emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance. You'll have access to the best training and development programs available to succeed.

Commons Capital Advisors | Join Our Team

Students

As an intern at Commons Capital Advisors, students perform real-world work and achieve bottom-line results. You can choose the area that fits you best, from advisor support to marketing to research. You'll gain career-building skills and get a chance to network in a supportive, high-energy, team-based atmosphere.

           

© 2017 Commons Capital Advisors, LLC.
All rights reserved.

       

© 2017 Commons Capital Advisors, LLC. All rights reserved.