Roy provides personalized wealth management solutions for affluent families, corporate executives and business owners. He works with clients to define their goals and values, and then designs, implements and monitors customized plans to help them reach those goals. In addition, he provides directional leadership to the advisors and associates in the Greenville office.
Prior to joining Mariner Wealth Advisors, Roy was the founder and managing director of Goldfinch Wealth Management.
Roy has a Bachelor of Commerce degree from the University of Alberta.
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