Roger Scheffel Email & Phone Number

Senior Managing Director @ Clearstead Advisory Solutions

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Roger Scheffel Location

Norfolk, VA, US

Roger Scheffel Work

2024 - now Senior Managing Director @ Clearstead Advisory Solutions
2009 - 2024 Portfolio Manager @ Clearstead Advisory Solutions
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2003 - 2009 Financial Advisor @ UBS Group AG
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Vice President @ Wells Fargo
Senior Manager @ EY

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Roger Scheffel Education

St. Mary's University
BBA (Accounting)
1986 - 1990
Marion
1983 - 1986

Roger Scheffel Skills

Alternative Investments
Estate Planning
Leadership

Retirement Planning
Portfolio Management
Investments
Business Development
Finance
Asset Allocation
Strategy

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Roger Scheffel Summary

Roger Scheffel, based in Norfolk, VA, US, is currently a Senior Managing Director at Clearstead Advisory Solutions. Roger Scheffel brings experience from previous roles at Clearstead Advisory Solutions, UBS Financial Services, Wachovia and E & Y. Roger Scheffel holds a 1986 - 1990 BBA in Accounting @ St. Mary's University. With a robust skill set that includes Alternative Investments, Estate Planning, Leadership, Retirement Planning, Portfolio Management and more. Roger Scheffel has 2 emails and 5 mobile phone numbers on RocketReach.

Roger Scheffel Emails

Found 2 emails

Roger Scheffel Phone Numbers

Found 6 phone numbers

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Top Clearstead Advisory Solutions Employees

Connor Fanney

Managing Director at Clearstead Advisory Solutions

Virginia Beach, VA, US
2
- clearstead.com
- gmail.com
3
- +1 757-777-XXXX
- +1 757-623-XXXX
- +1 212-829-XXXX
Dan Powell

Managing Director, Private Client Group at Clearstead Advisory Solutions

Richmond, VA, US
2
- clearstead.com
- gmail.com
5
- +1 804-643-XXXX
- +1 804-285-XXXX
- +1 757-623-XXXX
- +1 804-253-XXXX
- +1 804-347-XXXX
Paul Ferwerda

Managing Director, Private Client Group at Clearstead Advisory Solutions

Norfolk, VA, US
2
- gmail.com
- clearstead.com
4
- +1 757-623-XXXX
- +1 804-708-XXXX
- +1 804-614-XXXX
- +1 804-690-XXXX
Thomas McNally

Managing Director, Trading at Clearstead Advisory Solutions

Norfolk, VA, US
2
- hotmail.com
- clearstead.com
4
- +1 757-623-XXXX
- +1 347-424-XXXX
- +1 757-839-XXXX
- +1 757-625-XXXX
Amie Baty

Managing Director at Clearstead Advisory Solutions

Norfolk, VA, US
2
- hotmail.com
- clearstead.com
5
- +1 757-623-XXXX
- +1 919-789-XXXX
- +1 757-609-XXXX
- +1 757-374-XXXX
- +1 757-333-XXXX
Roger Scheffel

Senior Managing Director at Clearstead Advisory Solutions

Norfolk, VA, US
2
- cox.net
- clearstead.com
5+
- +1 757-627-XXXX
- +1 757-961-XXXX
- +1 919-789-XXXX
- +1 757-679-XXXX
- +1 757-363-XXXX
- +1 757-962-XXXX
Mark Warden

Principal at Clearstead Advisory Solutions

Norfolk, VA, US
1
- clearstead.com
4
- +1 540-467-XXXX
- +1 919-789-XXXX
- +1 757-451-XXXX
- +1 757-623-XXXX
Robert Mundin

Portfolio Manager at Clearstead Advisory Solutions

Richmond, VA, US
1
- clearstead.com
Shari Berger

Director of Wealth Management Services at Clearstead Advisory Solutions

Norfolk, VA, US
1
- gmail.com

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