Chris Roe Email & Phone Number
Founder and Chief Executive Officer @ Rx Wealth Advisors, LLC
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Chris Roe Location
- Bridgeville, PA, US
Chris Roe Work
- now Founder and Chief Executive Officer @
- 2019 - now Owner and Wealth Advisor @ Rx Wealth Advisors
- 2018 - now Partner and Managing Director @
- 2015 - 2017 Managing Director @
- 2004 - 2015 Executive Wealth Counselor @
- 1999 - 2004 Tax Manager @
- 1997 - 1999 Tax Consultant @
Chris Roe Education
- Duquesne University
Masters ( Taxation)
1997 - 2000 - Washington and Jefferson College
B.A ( Accounting & Entrepreneurial Studies)
1990 - 1994
Chris Roe Skills
- High Net Worth Individuals
- Trusts
- Estate Planning
- Securities
- Wealth Management
- Estate Tax Planning
- Asset Allocation
- International Tax
- Financial Planning
- CPA
- Strategic Financial Planning
- Philanthropy
- Asset Protection
- Personal Financial Planning
- Tax
- Gift Tax
- Multi-generational wealth transfer
- Family Office
- Tax Advisory
- Wealth Management Services
- Wealth
- Management
- Finance
- Investments
- Financial Services
- Financial Advisory
- Business Development
- Multi Generational Wealth Transfer
- Financial Analysis
- Insurance
Chris Roe Summary
- Chris Roe, based in Bridgeville, PA, US, is currently a Founder and Chief Executive Officer at Rx Wealth Advisors. Chris Roe brings experience from previous roles at Rx Wealth Advisors and Waldron Private Wealth. Chris Roe holds a 1997 - 2000 Masters in Taxation @ Duquesne University. With a robust skill set that includes High Net Worth Individuals, Trusts, Estate Planning, Securities, Wealth Management and more. Chris Roe has 2 emails on RocketReach.
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