Senior Investment Specialist
Roy started his career on the sales team at the consumer 3D printing company, MakerBot where his passion for technology was born. After a pivot into finance, Roy became a financial advisor at Merrill Lynch where he advised retail clients on investing in the public markets for wealth-building and retirement.
He enjoys going to concerts, being outdoors on the beach or on a hike, and reading.
Roy holds a FINRA series 7 and 66.