Libby Rousseve is a client relations specialist for Regatta Research & Money Management, serving as the liaison between the firm and its valued clients. In addition to assisting clients directly, Libby works with Regatta Research to plan and host the firm’s client events.
Additionally, Libby functions as Administrative Assistant to the financial advisors, focusing on creating and maintaining financial plans for new and existing clients.
Libby directs Regatta’s marketing initiatives, by promoting its products and services. She also functions as it’s Social Media manager.
Moreover, Libby has achieved the certification of Registered ParaplannerSM professional by completing a course of study and a certification exam which focuses on the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories.
Libby has lived in the New Orleans area since 1999. She earned a Bachelor of Science degree in Communications Sciences and Disorders from Southeastern Louisiana University. Libby joined Regatta Research & Money Management in 2014. She is currently pursuing the Series 65 to become an Investment Advisor Representative.