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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
With 28 years of advising clients, Rose Windschitl is an experienced Financial Advisor. Rose works with her clients to develop wealth management strategies to help them address their financial needs and goals. Rose's greatest strength is her ability to build strong client relationships based on mutual trust and understanding.
A graduate of Saint Cloud State University with a Bachelor of Science degree in Business and Marketing, Rose holds Series 7, 63 and 65 securities licenses, as well as a Minnesota insurance license. She is a CERTIFIED FINANCIAL PLANNER® Professional.
Rose currently serves on the St. Boniface Endowment Fund and Advisory Committee. She is also a member of the Central Minnesota Estate Planning Council and Central Minnesota Chapter of Leave a Legacy. She is a past board member and financial committee chair of CentraCare Health Foundation.
Rose and her husband live near Cold Spring, MN. They have four children and three grandchildren. Rose enjoys skiing, biking, canoeing, reading, and quilting.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
With 28 years of advising clients, Rose Windschitl is an experienced Financial Advisor. Rose works with her clients to develop wealth management strategies to help them address their financial needs and goals. Rose's greatest strength is her ability to build strong client relationships based on mutual trust and understanding.
A graduate of Saint Cloud State University with a Bachelor of Science degree in Business and Marketing, Rose holds Series 7, 63 and 65 securities licenses, as well as a Minnesota insurance license. She is a CERTIFIED FINANCIAL PLANNER® Professional.
Rose currently serves on the St. Boniface Endowment Fund and Advisory Committee. She is also a member of the Central Minnesota Estate Planning Council and Central Minnesota Chapter of Leave a Legacy. She is a past board member and financial committee chair of CentraCare Health Foundation.
Rose and her husband live near Cold Spring, MN. They have four children and three grandchildren. Rose enjoys skiing, biking, canoeing, reading, and quilting.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
