BS Finance '86
Roy has almost 40 years of financial services experience, including a background in both fixed income and equities. His conservative philosophy informs his approach of seeking attractive risk-adjusted returns for his clients. His relationship skills underscore the importance of proper fit with each client's personality, and his service orientation demonstrates his care and concern about them and their assets.
He provides investment management services to high and ultra-high-net-worth individuals, entrepreneurs, and foundations. Roy also serves retirees whose primary objectives are preserving capital, maintaining their current lifestyles, and providing for their philanthropic interests. He manages growth, balanced and ETF portfolios. Prior to joining Wells Fargo Advisors, Roy was designated as a Portfolio Manager by J.P. Morgan. As a member of this select group of advisors, he completed a rigorous screening process to manage discretionary client accounts. His portfolios routinely underwent quantitative and qualitative reviews assessing their investment strategy.
Beginning his career at a municipal bond and fixed income firm in 1987, Roy gained substantial experience in that segment of the market. He attended the Equity Institute at PaineWebber (now UBS) in New York (1993). Roy transitioned with his team from Deutsche Bank to J.P. Morgan in 2014 prior to joining Wells Fargo Advisors in 2024. Before his career started, Roy graduated from Florida State University earning a B.S. in Finance. He always had an interest in numbers.
An important part of Roy's life is giving back to the community. He sits on several boards of non-profit organizations for senior living and cancer research, among others. Currently, Roy sits on the Board of Governors of the Business School at Florida State University. Roy grew up playing all sports, but it is now golf where Roy enjoys spending his free time. When he is not on the golf course, he enjoys running, playing tennis, and hiking the White Mountains of New Hampshire.
Roy grew up in Troy, New York, the youngest of five boys. He and his wife, Sharon, live in Juno Beach with their son, Jake, and daughter, Phoebe. Their family enjoys spending time at their second home in Bretton Woods, New Hampshire.
