Daisy Stevens Rojas M.Ed.
I am a financial advisor serving clients in VA, MD and NC. I’ve found my niche working closely with individuals, small business owners and women. I work closely with my clients to create solid strategies for seeking to use money to create the life you want to live. I hold the Series 6, 7, 63 and 65 registrations with LPL Financial. In my personal life I love to travel and enjoy spending time at the beach, in the mountains or just puttering around in my garden. I’m also an amateur painter and love to read or watch a good series on Netflix!
P.S. Here’s a little note those who’d like to get to know me better:
As a kid in high school, I wanted to be a stockbroker. But just like today, there weren’t many women who did that job. With my brokerage firm LPL Financial, I was fortunate to be sponsored through a pioneering program that helped me learn the ropes and discover my passion. I truly love the research component finding the right security to match a particular goal. Specifically, that means I love to investigate different market sectors, individual stocks and bonds and learn about the different types of investment vehicles that are available to put your money to work—and boy are there a lot! I earned several licenses (5) to have the freedom to choose whatever vehicle was suitable for every scenario I was faced with. I’m always learning about new strategies and excited to share knowledge with my clients. I’ve learned from experience it’s never too late to try something new and there’s no question too silly to ask. If you’d like to talk, I’m here to listen and collaborate.
