Roy Planning Resources

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.


Advisors

Curtis Hunter Roy II

Curtis Hunter Roy II

MBA, CRPC®

Private Wealth Advisor

Visit Curtis Hunter Roy II's website

Team

Bess E. Woodson

Bess E. Woodson

Operations Manager,

Marketing Specialist
Kaylie Powell

Kaylie Powell

Client Service Specialist,

Operations Specialist

Qualifications

  • MBA
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Jon "Deven" Mouton

Jon "Deven" Mouton

Financial Planning Assistant

Natalie Pulatie

Paraplanner