Roy joined LPL Financial in 2015. His focus is on helping clients construct their customized portfolios, utilizing his experience and knowledge to help them analyze each of their needs as they seek their financial goals. By evaluating client needs and assessing economic conditions and trends, Roy offers personalized service and customized plans for retirement saving, estate planning and wealth management services. Roy holds his FINRA Series 7, 6, 63, 65, and 26 registrations through LPL Financial and also an insurance license. He started in the financial services industry in 1999 and prior to joining the firm, he was a director of sales for Prudential Annuities, formerly American Skandia.
He lives in Stratford, CT with his wife and three children. Roy enjoys spending time with his family and is an avid do-it-yourselfer with all things around the house and technology related. Roy also enjoys being an active member of the Saint Marks fathers club and stays active in his community on various projects.