Roy Lines Email
Vice President Financial Advisor
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Roy Lines Location
- Dubuque, IA, US
Roy Lines Work
- Vice President Financial Advisor @ UMB Financial Services, Inc. (March 2026 - Present)
- Wealth Advisor @ (September 2024 - March 2026)
- Senior Financial Planner @ (February 2024 - August 2024)
- Managing Director @ (October 2023 - February 2024)
- Senior Financial Advisor @ (September 2020 - February 2024)
- Business Development Manager, Honkamp Krueger Payroll @ (January 2015 - January 2020)
- Health Management Productivity and Wellness Consultant @ (January 2013 - January 2014)
- Director of Large CPA Firm Wealth Management Consulting @ 1st Global (January 2012 - January 2013)
- President and Wealth Advisor @ Lines Asset Management (January 2010 - January 2012)
- Vice President Of Business Development @ (January 1997 - January 2010)
Roy Lines Education
- Wartburg College
Bachelor of Arts (EDUCATION)
1981-1985
Roy Lines Skills
- Business Planning
- Business Strategy
- Client Relationship Strengthening
- Consulting
- Customer Service
- Defined Contribution Plans
- ERISA
- Employee Benefits
- Equity Compensation
- Fiduciary
- Fiduciary Management
- FinTech
- Financial Advisory
- Financial Analysis
- Financial Planning Software
- Financial Services
- Institutional Platforms
- Insurance
- Interpersonal Communication
- Investment Advisory
- Investments
- Management
- Marketing Strategy
- Needs Assessment
- Negotiation
- Negotiations
- New Business Development
- Portfolio Management
- Portfolio Managemnt
- Portfolio Performance Analysis
- Presentations
- Program Management
- Project Management
- Prospecting
- Recruiting
- Relationship Building
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Retirement plans
- Risk Management
- Sales
- Sales Management
- SalesForce
- Strategic Financial Planning
- Strategic Planning
- Strategic Planning for Growth
- Strategy
- Tax Planning
- Team Building
- Team Leadership
- Trading
- Training
- Wealth Management
- Workflow Management
Roy Lines Summary
- Roy Lines, based in Dubuque, IA, US, is currently a Vice President Financial Advisor at UMB Financial Services, Inc.. Roy Lines brings experience from previous roles at CBI Investment Services, Nikulski Financial, Inc. and The Advisory Group, Inc.. Roy Lines holds a 1981 - 1985 Bachelor of Arts in EDUCATION @ Wartburg College. With a robust skill set that includes Business Planning, Business Strategy, Client Relationship Strengthening, Consulting, Customer Service and more. Roy Lines has 1 emails on RocketReach.
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Roy Lines
Vice President Financial Advisor
Dubuque, IA, US
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