Wilson F. Rosebraugh, CWA®, AAMS®, APMA®

Wilson F. Rosebraugh, CWA®, AAMS®, APMA®

President

Wilson F. Rosebraugh is President of SR Investment Holdings. Following in the tradition of his father, who was first licensed as a stockbroker in the late 1960's, Wilson began his investment career with Waddell and Reed in 1999. He is a graduate of the University of Cincinnati with a B.S. in Business Management. As an advisor with Hilliard Lyons, he earned the designation Chartered Wealth Advisor (CWA®) in 2004 after completing an extensive program covering various aspects of wealth management. He holds the designations AAMS® (accredited asset management specialist) and APMA® (accredited portfolio management specialist) from the College for Financial Planning. He maintains several Financial Industry Regulatory Authority licenses, including the Series 6, 7, 9, 10, 31, and 66; additionally life, accident and health insurance license; providing insurance coverage to individuals and businesses.

Phone 513-916-9123