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Bill Rolser is listed as Financial Advisor at Aeon Wealth Management, a with 4 employees, based in Sterling, Virginia, United States. AeroLeads shows a work email signal at aeonwealth.com and a matched LinkedIn profile for Bill Rolser.
Bill Rolser previously worked as Financial Advisor at Pacific West Securities and President at Grp Mortgage Corporation. Bill Rolser holds Mba, Finance from Hofstra University.
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My objective is to continue building a wealth management practice in order to better meet our clients' personal goals and objectives. I use my knowledge and experience from over 30 years in the financial services industry to lead Aeon Wealth Management to meet the individual needs of our clients. At Aeon I strive to meet the goal of our business motto... Your Future/Our Priority.My area of specialization is retirement income planning. I analyze clients assets, pensions, home values, social security benefits, etc... to design portfolios and income strategies to maximize retirement income.My wife and I both enjoy traveling and playing golf together. We spend summer vacations in her home state of Oregon where we also love to hike, bike and spend time with family.Advisory services offered through Arbor Point Advisors, LLC. Securities offered through Securities America, Inc., member FINRA (www.finra.org) /SIPC (www.sipc.org). AEON Wealth Management, Arbor Point Advisors and Securities America are separate companies.This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.Materials are for educational purposes only. Opinions of linked articles are of the author only and do not necessarily reflect the opinions or recommendations of Arbor Point Advisors, LLC./Securities America, Inc., or its licensed representatives.Third-party comments may not be representative of all customer experiences.
Listed skills include Securities, Asset Management, Insurance, Retirement Planning, and 11 others.
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21525 Ridgetop Circle, #175, Sterling, Va 20166
I assist clients in meeting their personal goals and objectives through good stewardship of their financial assets. Aeon specializes in fee-based asset management.Areas of expertise include:- Retirement income planning - Investment management - Social Security planning- Estate planning- Life and long-term care insurance I am always available for a complimentary consultation.
Was a Series 24 Registered Securities Principal, a Registered Investment Advisor and a licensed insurance agent in the states of Maryland and Virginia. Specialized in fee based wealth management and retirement plans for small and closely-held businesses. Opened a branch office of Pacific West in Potomac Falls, Virginia, during October 2008.
GRP Mortgage Corporation provided residential and commercial mortgage products and services throughout the Washington, D.C. metropolitan area. I was Vice President of GRP Mortgage Corporation from 1993 through 2001 and President through 2007. Was responsible for all mortgage brokerage operations that originated over $100 million of mortgage loans.
Medallion Investment Services was a FINRA registered Broker/Dealer. A Medallion, I was a Series 24 Registered Securities Principal, a Registered Investment Advisor and a licensed insurance agent for the states of Maryland and Virginia. Managed a branch office for Medallion and supervised several other representatives. Specialized in fee based wealth management and retirement plans for small and closely-held businesses.
Rockville, Maryland
Responsible for all activities of GRP Financial Group, Inc., including commercial real estate loan brokerage, business consulting and turnarounds and property management.
Activities and Societies: Beta Gamma Sigma Received an MBA in Banking, Finance and Investment. Achieved recognition from Beta Gamma Sigma.
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Bill Rolser works for Aeon Wealth Management.
Bill Rolser is listed as Financial Advisor at Aeon Wealth Management.
AeroLeads has found 1 work email signal at @aeonwealth.com for Bill Rolser at Aeon Wealth Management.
Bill Rolser is based in Sterling, Virginia, United States while working with Aeon Wealth Management.
Bill Rolser has worked for Aeon Wealth Management, Pacific West Securities, Grp Mortgage Corporation, Medallion Investment Services, and Grp Financial Group, Inc..
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Bill Rolser holds Mba, Finance from Hofstra University.
Bill Rolser is listed with skills including Securities, Asset Management, Insurance, Retirement Planning, Retirement Income Strategies, Financial Planning, Estate Planning, and Wealth Accumulation.
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