Robert J Roy Jr
Wealth Management Advisor


RMG Wealth Management Group

Professional

 

 

I received my B.A. in finance and sports management from Sacred Heart University in 2007. While in college, I played Division I baseball as a non-scholarship walk-on. I enjoyed playing baseball, but above all, I value the relationships I was able to make with fellow athletes. My education in finance and my experience with people gave me a unique perspective and skill set that I later discovered was best suited for the financial planning industry.

I joined Northwestern Mutual as a summer intern during my junior year in college. A summer internship I thought would be temporary became permanent -and I loved it! By the time I graduated college, I had a small client base which I had used to build my professional career as a full-time Financial Representative. I went on to earn my Life, Accident & Health, LTC, DI, Annuity, Series 6, 63, 65, and 7 licenses, while fully developing my passion for wealth management. 

I have been an MDRT member since 2010, and qualified for Top of the Table (TOT) in 2015 and 2016. Additionally, I am a member of NAIFA, and have been involved with Network 91 as a founding member and treasurer since 2010.

In June of 2016, I opened a branch office in Wilbraham, MA, bringing along my three team members: April, Garrick, and Sarah. In the following year, my team welcomed two additional Financial Advisors, John Gilfoil and Sharon Marshall, along with their staff, Muriel and Andrea. In July 2017 we established ourselves as RMG Wealth Management Group. Our team growth is proof of our commitment to create and maintain positive relationships with one another in the office, and with each client we work with.

Together we help a broad mix of people align their financial actions with their goals and values.  Whether our clients are just starting out, well on their way to living their dream, or eagerly approaching retirement, my team and I help all types of people make sure they are financially prepared to achieve a lifetime of goals.

My team and I apply time-tested strategies, providing education and expert advice to help our clients make decisions based on their priorities. As circumstances and priorities change over time, we work with our clients to revise their plan so they can meet each of life's challenges head-on and celebrate their accomplishments along the way.  With Northwestern Mutual Life Insurance and Wealth Management Company as the backbone to our business, I not only rely on my knowledge and experience, but also on the expertise of a team of specialists NM provides.

 

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