Scott Roy, Financial Advisor located in Black Mountain, NC

Financial Advisor
Scott D Roy

CFP®
151 Highway 9 North, Black Mountain, NC 28711opens in a new window
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Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Vintage Cars
  • Car Restoration
  • Volunteering
  • Coaching Sports
  • Soccer

Team Members

  • Carli Petit
    Associate Financial Advisor
  • Nancy Cordua
    Sr. Branch Office Administrator
  • Maddie Michaud
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(828) 669-0417

Fax

(888) 766-5761

Office Address

151 Highway 9 North
Black Mountain, NC 28711opens in a new window

Mailing address

Po Box 1283
Black Mountain, NC 28711

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