Roy joined Fortitude in April 2014 bringing his extensive operational background and insurance expertise to the firm. Working with the founding partners of Fortitude Investment Group, Roy serves retail clients, small business owners and high-net-worth investors, developing solutions to help them achieve their financial goals through wealth management, retirement planning, advanced insurance solutions and alternative investments. Roy began his financial services career in 2011 as the Operations Manager for two local offices for a John Hancock agency, supervising 55 representatives and 12 staff members.
Areas of Practice include, but are not limited to:
• Retirement Planning
• Estate Planning
• Wealth Management
• Durable Income Strategies
• Alternative Investments
• College Funding
• Insurance Planning
• 1031 Exchanges
• Direct Participation Programs/Reg-D Private Placements
Roy currently holds his Series 7 and Series 63 registrations as well as his Life, Accident and Health license.
417 East Main St., Third Floor » Port Jefferson, NY 11777 USA
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. Fortitude Investment Group is independent of CIS, CAM and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.