Lucy A. Rosario
Client Service Specialist
Lucy A. Rosario is a Client Service Specialist at Capstone Financial Advisors. She’s one of the first points of contact for Capstone clients. Her role is to serve as a liaison between clients and their financial advisors by ensuring information flows smoothly and client requests are resolved quickly and efficiently.
“My goal is to stay focused on our client’s needs. It’s rewarding to find ways to make the financial planning process more streamlined for the client and their situation,” she says.”
Invested in your future
With over 20 years of financial services experience, Lucy is proud to be part of a team helping clients build a vision for their financial future. She enjoys assisting clients as they map out investment strategies or navigate big financial changes.
“I am passionate about helping clients whether they’re creating short-term goals or estate and legacy planning,” Lucy says.”
Building community
Lucy has been a project leader for various volunteer events such as environmental clean-up efforts for the Chicago Park District, and at the Anti-Cruelty Society, a shelter committed to caring for and finding homes for animals in need. Since 2018, she has donated her time to Feed My Starving Children, an international meal-donation organization.
Lucy earned a Bachelor of Arts in economics and international relations in business from Boston University. She also attended Morgan Park Academy during elementary and high school.