Financial Advisor
Wendy L Roper
CFP®, ChFC®, AAMS®, CRPC™, CRPS™
15465 Oak Lane, Suite 100 E, Gulfport, MS 39503opens in a new windowAccepting New Clients
Focus Areas
- Retirement Savings Strategies
- Intergenerational Planning
- Wealth Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Income Strategies
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 RichardsRegistered Branch AssociateAAMS®, FPQP®
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Hours
| Weekday | Availability |
|---|---|
| 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
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