Nona Rosa, CFP®, ACC, CLU®, CASL®, ChFC®

Manager of Practice Consulting

Nona Rosa is the manager of the Practice Consulting Department at 1st Global, where she assists with WIN Team (a nationwide coaching and consulting program) meetings and also takes on the responsibilities of a player-coach for BMS (a 1st Global business model that partners CPA firms with experienced financial advisors). She has been in the financial services industry since 1997, working for 18 years at HD Vest Financial Services in Irving, Texas, prior to coming to 1st Global in 2015. She has served in roles in business development, general support and wealth management support and has a tremendous amount of experience as a consultant, manager and coach.

Nona initially pursued a career in financial services because of the inspiration provided by seeing many of her family members and friends not having the resources to send their children to college, retire with dignity or be prepared for catastrophic events. She seeks to make a difference in their lives and the lives of clients whom 1st Global advisors service. She also enjoys being a sounding board for firms and knowing affiliated advisors and their businesses — their passion is what continues to drive her to serve them better.

Originally from Terrell, Texas, Nona received her Bachelor of Business Administration in finance from the University of Texas at Tyler and has passed her FINRA Series 7, 24, 63 and 65 exams. She is a member of the International Coaching Federation (both the ICF North Texas Charter Chapter and the ICF Los Angeles Charter Chapter), and she is a Kolbe Certified™ Consultant.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s Initial and ongoing certification requirements.

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