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Roy brings more than a decade of financial planning andinvestment advisory experience with a focus on retirement planning,tax-efficient wealth strategies, and risk-aligned portfolio design. He earnedhis degree in Finance and Entrepreneurship from Florida State University andblends analytical insight with a client-centered approach rooted intransparency and education.
Roy holds the FINRA Series 7 and 66 registrations, alongwith the 2-15 Life/Health/Annuities License. His leadership extends torecruiting and developing new financial professionals, as well as supportingfinancial literacy initiatives across Miami-Dade and Broward schools.
A South Florida native, Roy enjoys boating, snorkeling, andgolfing, and he is a founder of the South Florida Professionals Golf Club.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Cascade Private Wealth is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.
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