Wealth Management Advisor

Rosamaria Klemick

Rosamaria Klemick

Wealth & Trust

Probate & Guardianship Officer
Vice President

Rosamaria specializes in serving the financial needs of Probate and Guardianship attorneys. With over 25 years of experience, she leads a team of dedicated associates specializing in Estate, Guardianship and Cuban Blocked accounts. Rosamaria and her team understand the unique needs of their clients and provide highly attentive service and guidance.

Rosamaria is a board member of the South Florida Guardianship Association, and is involved with many other local charities throughout South Florida. She enjoys attending her son’s varsity basketball and volleyball games, and in 2023 her son’s basketball team won their first state championship. Originally from Lima, Peru, Rosamaria is fluent in both English and Spanish.

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit