Board of Directors

Rose Palazzo

Board Director

Rose is a recognized fintech leader with more than 20 years of experience, specializing in building technology solutions for financial advisors to enhance client outcomes. A Principal at Edward Jones, Rose leads the development of financial planning tools and portfolio management platforms.

As the former Group President of Financial Planning at Envestnet, she oversaw the MoneyGuide software suite. Rose began her career at Merrill Lynch and spent more than 12 years at Morgan Stanley, pioneering tech-driven financial and retirement planning initiatives.

She has collaborated with CFP Board as a panelist and contributor to advisor technology guidelines. With a passion for advancing financial planning through technology, Rose blends strategic insight, ethical accountability and strong leadership.

Rose earned a bachelor’s degree in finance from The College of New Jersey.