Donald Roy Email & Phone Number
Financial Advisor @ World Investment Advisors (formerly Pensionmark)
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Donald Roy Location
- Bedford, NH, US
Donald Roy Work
- Financial Advisor @ (July 2024 - Present)
- Founder, Financial Advisor @ New England Wealth Advisors (March 1987 - Present)
- Sales Representative @ Yegen Associates (January 1980 - January 1985)
Donald Roy Education
- College for Financial Planning
Certified Financial Planner (Comprehensive Financial planning)
1987-1989 - Franklin Pierce College
Bachelor of Science (B.S.) (Business Management)
1983-1985 - Hesser College
Associate's degree (Computer Science)
1981-1983
Donald Roy Skills
- Retirement Planning
- Estate Planning
- Wealth Management
- Financial Planning
- ERISA
- 401k
- Non-profits
- Investments
- Insurance
- Financial Advisory
- IRA's
- Annuities
- Long Term Care
- Small Business
- Portfolio Management
- IRAs
- Retirement income planning
- Retirement
- Financial Services
- Wealth
- Securities
- Finance
- Mutual Funds
- Sales
- Series 7
- Series 63
- Strategic Planning
- Life Insurance
- Investment Advisory
- Asset Management
- Asset Allocation
- Management
- Fixed Annuities
- Retirement Income Strategies
Donald Roy Summary
- Donald Roy, based in Bedford, NH, US, is currently a Financial Advisor at World Investment Advisors (formerly Pensionmark). Donald Roy brings experience from previous roles at New England Wealth Advisors and Yegen Associates. Donald Roy holds a 1987 - 1989 Certified Financial Planner in Comprehensive Financial planning @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Estate Planning, Wealth Management, Financial Planning, ERISA and more. Donald Roy has 2 emails and 2 mobile phone numbers on RocketReach.
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