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


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 4, 6, 7, 9, 10, 24, 26, 31, 53 and 66; additionally licensed in property and casualty, life, accident and health insurance; providing insurance coverage to individuals and businesses.

Phone 513-916-9123