Daisy Stevens Rojas

(Hablo Español)

Daisy is a long-time local, having grown up in eastern Albemarle County in a small community known as Cismont. Following the footsteps of her grandfathers, she earned 2 degrees from the University of Virginia, (distinguished major BA in Anthropology & Latin American Studies, and M.Ed. in Administration with a concentration in Finance. Early on she collaborated professionally with international and U.S. government organizations as well as NGOs publishing research on finance, business, education, minority experiences and social structures.

Prior to joining Platt Financial, Daisy worked as a fundraising executive and served on several boards garnering more than $20 Million in assets for education and community-based organizations. Now serving as a financial advisor and fiduciary, she especially enjoys helping clients discover new opportunities, plan life goals, and grow wealth for themselves and the causes they support.

Daisy is an active member and former president of the Albemarle Rotary Club, a proud supporter of the Paramount Theater, Piedmont Girls on the Run and Newmarket Equestrian Horse Show. In her free time, she enjoys reading historical fiction, gardening, and traveling with a nonprofit education program, the Cultural Exchange Institute. She also speaks Spanish fluently.

Exams Passed & Securities Registrations:

 SIE, Series 6, 7, 63, and 65, all held with LPL Financial.

Licenses:

 Investment Advisor, Health, Life, and Annuities

Additional Services:

3(21) Retirement Plan Fiduciary/Services