Rosemary McGowan

Rosemary McGowan

Office Operations/ Client Manager

Phone: (502) 420-9912
Fax: (502) 420-9913
E-mail:


Our office operations and client manager, has accrued 23 years of experience in the banking industry prior to joining us 11 years ago. Rosemary has earned her series 6 and 63 securities license and is a registered administrator of Walnut Street Securities, Inc. Many of her responsibilities include communication with Brokers/Planners throughout the U.S. associated with CCM. Rosemary has a unique gift of being able to "get things done" in relation to the overall operations of CCM.. A member of the Field Operation Advisory Council (FOAC) with Walnut Street Securities, Rosemary takes pride in getting to know each customer and broker that is affiliated with us.