Wealth Advising
50
50 per unit - OK - Posted Jan 21, 2017
I help people protect and grow their equity through strategic planning. I can do everything from simple budgeting or credit score counseling to large estate planning.
Training & Qualifications
Series 66, 7. MBA. Insurance. Finance major. Economics minor. Merrill Lynch. Zions Bank. Microeconomics professor.
Reviews of Roy
Patrick received unit of Wealth Advising from Roy
Feb 27, 2017
Great guy to work with, very knowledgeable and helpful.