Don Roy founded NEWA over 30 years ago and remains its owner, operator, and branch manager. You can read his story and perspective in the interview below, “Get To Know Don In 5 Questions.”
As your CFP® professional and financial advisor, Don will:
Conduct introductory Discovery and Delivery Meetings as well as regularly scheduled follow-ups.
Create your comprehensive financial plan, which includes but isn’t limited to your investment portfolio.
Evaluate your plan’s progress, monitor your portfolio’s performance, and manage your investments.
Answer all of your advisory calls and emails and meet with you upon request, in person or online.
Qualifications: Don earned his Degree in Business Management from Franklin Pierce College. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor representative.
He holds the Series 7 General Securities Representative license, the Series 6 Investment Company and Variable Contracts Products Representative license, and the Series 24 Registered Principle license. He passed the NASAA Series 63 Uniform Securities Agent State Law Examination. He also holds Life Insurance licenses in various states.
He is a member of the Certified Financial Planner Board of Standards, the Institute of Certified Financial Planners, and the Institute of Business and Finance.
LICENSES & ACCREDITATIONS
- Certified Financial Planner™
- Registered Investment Advisor
- Licensed Insurance Planner
- Retirement Planner
AREAS OF EXPERTISE
- RETIREMENT PLANNING
- LIFE INSURANCE
- ESTATE PLANNING
- FINAL EXPENSE