Relationships are key, and in our view, meeting face to face builds strong relationships. I work to help individuals and families committed to their retirements overcome complexity, live comfortably and create meaningful legacies by finding quality investments that fit their life's goals.
Prior to beginning my career with Edward Jones in 1993, I earned my bachelor's degree in business administration from Furman University. Today, my team includes Senior Branch Office Administrators Carli Petit and Maddie Michaud, who have a combined 22-plus years of knowledge in the industry and are dedicated to providing you with the highest level of personalized, exceptional service. Together, we work to understand what's important to you before making any investment decisions. Using an established process, we work closely with you, your tax preparer, attorney and other professionals to help determine the most appropriate financial strategy for you and your family. We will partner together throughout your life, making adjustments along the way, so that together, we can achieve your personal goals.
My wife, April, and I have been married for 28 years and reside in Black Mountain. We have three children, and with one graduated, one in college and one in high school, we value the time we have as a family and love traveling to see new places. I am active in the community, working closely with my church and serving on the board of the Black Mountain-Swannanoa Endowment Fund where we work to fund non-profit organizations. Working with these groups has strengthened in me the importance of relationships, communication and being a good steward of what has been entrusted to us. On the weekends, you can find me wrenching on a classic car, trying to log my best time in autocross or playing guitar with some friends in a basement. While we're close, I wouldn't look for us playing live just yet…
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Vintage Cars
- Car Restoration
- Coaching Sports
Mailing AddressPo Box 1283
Black Mountain, NC 28711
Phone NumberScott D Roy at (828) 669-0417
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