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.
513-233-4312 / fax 513-624-3124