Robert J Roy Jr
Wealth Management Advisor


RMG Wealth Management Group

Professional

I began my career with Northwestern Mutual in July of 2006 as a college intern. It didn't take me long to realize this was my calling. Throughout my education I gained invaluable experience; it taught and equiped me with the foundation of skills I still carry with me today. By the time I graduated from Sacred Heart University I already had a small client base from which to build my practice and transitioned to a full time Financial Representative.

I am now a Wealth Management Advisor and my mission is to deliver a simplistic, yet integrated wealth management experience. I aim to build strong relationships with clients by helping them achieve financial security through protecting and preserving their assets over a lifetime. Through a comprehensive financial plan I will identify your goals and objectives while carrying them out  with the utmost integrity, honesty, and clarity.

In June of 2016 I opened a branch office in Wilbraham bringing along my 3 team members. Working alongside April, Garrick, and Sarah we are commited to growing and maintaining a positive and healthy relationship with each and every client we work with.

 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck