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Jose L. Chavez

Jose L. Chavez

Sr. Relationship Manager


Jose joined Rosselot Financial in 2016 from PNC Wealth Management. He has over 15 years of professional experience in relationship, financial management and client service. He began his financial services career with Fidelity Investments, providing solutions for investment portfolio construction, strategies for retirement planning and developing solutions for generating income while in retirement. Transitioning to PNC Wealth Management, he provided customized advice and solutions for high net worth individuals and families. There he focused on a holistic approach to obtaining their short and long term goals in the areas of investment management, financial planning, trust, estate administration and banking.

Jose earned his bachelors degree in communications from Xavier University. His professional securities registrations include the FINRA 6, 7, 63, 66. He is currently progressing towards his CFP designation.

During his spare time he focuses on family activities which include tennis, volleyball, hiking, bike riding and volunteering for Cincinnati Works.

Cannot resist: Oatmeal raisin cookies

Greatest fear: Heights

Best Financial Advice received: Pay yourself first

Check the background of this investment professional on FINRA’s BrokerCheck.

Jose@RosselotFinancial.com
513-233-4312 / fax 513-624-3124

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OUR ACCOLADES

Rosselot Financial Best Places to Work 2018
Rosselot Financial BBB A+
AIF
Five Star Wealth Manager
Goering Center
WiserAdvisor Member

Best of Cincinnati Top 3


The Rosselot Financial Group 7450 Jager Court Cincinnati, OH 45230
The Rosselot Financial Group
7450 Jager Court Cincinnati, OH 45230 

Phone: (513) 232-6500
Phone: (513) 232-6500
Fax: (513) 624-3124

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COPYRIGHT © 2019. THE ROSSELOT FINANCIAL GROUP. ALL RIGHTS RESERVED.


To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.