Wendy Roper, Financial Advisor located in Gulfport, MS

Financial Advisor
Wendy L Roper

CFP®, ChFC®, AAMS®, CRPC™, CRPS™
15465 Oak Lane, Suite 100 E, Gulfport, MS 39503opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Team Members

  • Maurita Richards
    Registered Branch Associate
    AAMS®, FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 03:00PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(228) 831-5193

Fax

(855) 379-2949

Office Address

15465 Oak Lane
Suite 100 E
Gulfport, MS 39503opens in a new window

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