Tacy Roby Email & Phone Number
Senior Wealth Advisor @ TriBridge Partners Financial
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Tacy Roby Location
- Washington, DC, US
Tacy Roby Work
- 2024 -now Senior Wealth Advisor @
- 2024 -2024 Business Owner @ Women's Wealth, LLC
- 2022 -2023 Vice President and Wealth Advisor @
- 2018 -2022 Wealth Advisor @
- 2016 -2018 Financial Advisor @ Potomac Financial Private Client Group, LLC
- 2013 -2015 Regional Vice President, MidAtlantic Region @
- 2003 -2013 Marketing Manager @
- 2000 -2003 Financial Advisor @ Prudential Securities
- 1998 -1999 Financial Advisor @
- 1996 -1998 Marketing Officer @
- 1992 -1996 Director of Alumni Affairs and Annual Fund @
- 1992 -1995 Social Entrepreneur @ Indralekha: Textile Art of India
- now
Tacy Roby Education
- The Johns Hopkins University School of Advanced International Studies (SAIS)
- Delhi School of Economics
- Delhi University
- Johns Hopkins School of Advanced International Studies (SAIS)
- Punahou School
- Westtown School, Westtown, Pennsylvania
Tacy Roby Skills
- Leadership
- Financial Advisory
- Direct Marketing
- Series 63
- Bonds
- Online Marketing
- Non Profit Management
- Sales
- Financial Planning
- Portfolio Management
- Investments
- Business Development
- Women and Investing
- Team Leadership
- Strategy
- Wealth Management
- Mutual Funds
- International Development
- Online Advertising
- Strategic Financial Planning
- Public Policy
- Sustainable and Responsible Investing
- Stocks
- Marketing
- Socially Responsible Investing
- Asset Management
- Nonprofits
- Certified Financial Planner
- Legislative Advocacy
- Multimedia Project Management
- Divorce Planning
- Transition Planning
- Email Marketing
- Financial Literacy
- Budgets
- Financial Advice
- Marketing Communications
- Marketing Strategy
- Retirement
- Series 7
- Environmental Investing
Tacy Roby Summary
- Tacy Roby, based in Washington, DC, US, is currently a Senior Wealth Advisor at TriBridge Partners Financial. Tacy Roby brings experience from previous roles at Women's Wealth, LLC, Truist Wealth, SunTrust and Potomac Financial Private Client Group, LLC. Tacy Roby holds a The Johns Hopkins University School of Advanced International Studies (SAIS). With a robust skill set that includes Leadership, Financial Advisory, Direct Marketing, Series 63, Bonds and more. Tacy Roby has 1 emails and 1 mobile phone numbers on RocketReach.
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