Calvin Roseberry II

Calvin Roseberry II, CIMA® CRPS® MBA, currently serves as a Wealth Management Consultant for the Southeast Region at Avantax Wealth Management℠ since January 2021. Prior experience includes roles as a Senior Sales Consultant at Franklin Templeton from 2015 to 2020, and a Senior Wealth Management Analyst at UBS from 2013 to 2014. Additionally, Calvin held the position of Retirement Services District Manager at ADP from 2011 to 2013 and was an Associate Director of Wealth Management at UBS from 1998 to 2007. Academic credentials include a Master of Business Administration (M.B.A.) from the Yale School of Management, a Certificate in Financial Planning from the Florida State University - College of Business, and a Bachelor of Arts from Florida Atlantic University.