Robert Roy Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ professional and Wealth Management Advisor @ Northwestern Mutual
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Robert Roy Location
- Wilbraham, MA, US
Robert Roy Work
- 2006 -now CERTIFIED FINANCIAL PLANNER™ professional and Wealth Management Advisor @
Robert Roy Education
- The American College of Financial Services
CFP ®
2011-2021 - Sacred Heart University
Bachelor of Science (Finance and Sport Management)
2003-2007
Robert Roy Skills
- Wealth Management
- Wealth Management Services
- Estate Planning
- Mutual Funds
- Health Insurance
- Casualty Insurance
- Retirement Planning
- Series 7
- Investment Advisory
- Commercial Insurance
- Umbrella Insurance
- Homeowners
Robert Roy Summary
- Robert Roy, based in Wilbraham, MA, US, is currently a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Management Advisor at Northwestern Mutual Wealth Management Company. Robert Roy holds a 2011 - 2021 CFP ® @ The American College of Financial Services. With a robust skill set that includes Wealth Management, Wealth Management Services, Estate Planning, Mutual Funds, Health Insurance and more. Robert Roy has 1 emails and 2 mobile phone numbers on RocketReach.
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