Darrell Roberts

Darrell Roberts Email and Phone Number

President, Founder, Chief Investment Officer at American Wealth Advisors @ American Wealth Advisors
johns creek, georgia, united states
Darrell Roberts's Location
Atlanta Metropolitan Area, United States
Darrell Roberts's Contact Details
About Darrell Roberts

Darrell Roberts holds over thirty years of experience in professional financial services positions and is a Certified Public Accountant.Darrell has raised several billion dollars in assets directly, while wholesaling, managing financial services wholesalers and advisors, and as an individual advisor. He is one of the industry's senior tenured advisors and spoken nationally in several financial capacities.As President and Chief Investment Officer at American Wealth Advisors, Darrell services affluent clients and institutions with their important wealth management issues.

Darrell Roberts's Current Company Details
American Wealth Advisors

American Wealth Advisors

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President, Founder, Chief Investment Officer at American Wealth Advisors
johns creek, georgia, united states
Website:
americanwealthadvisors.com
Employees:
4
Darrell Roberts Work Experience Details
  • American Wealth Advisors
    President, Founder, Chief Investment Officer
    American Wealth Advisors Nov 2007 - Present
    Johns Creek, Georgia
    American Wealth Advisors is a Registered Investment Advisor servicing affluent investors and institutions with their important wealth management issues.
    View
  • E*Trade Financial
    President, E*Trade Capital Management
    E*Trade Financial Mar 2006 - Aug 2007
    President; E*TRADE Capital ManagementPresident; E*TRADE Insurance Senior Vice President; E*TRADE Financial
    View
  • Bny Mellon
    Executive Vice President, Mellon Bank/Dreyfus Investments
    Bny Mellon Jun 2004 - Jan 2006
    Division Manager managing wholesaling activities throughout all channels.
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Mar 2002 - Jun 2004
    Serviced affluent investors with their comprehensive wealth management issues. Among Morgan Stanley's top advisors nationally in net new assets raised.
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  • Fidelity Investments
    Senior Vice President/Division Manager
    Fidelity Investments Mar 1994 - Jan 2002
    Wholesaled directly and then managed wholeslaing team raising several billion in net new assets.
    View
  • Stva Corp
    President/Treasurer
    Stva Corp Jun 1984 - Mar 1994
  • Coopers & Lybrand
    Cpa
    Coopers & Lybrand 1981 - 1984
    Big 8 Accounting firm. General audit responsibilities and tax department experience in Boston office of this Big 8 accounting firm.Rose from staff auditor to senior to supervisor.Now merged with Pricewaterhouse Coopers.
    View

Darrell Roberts Skills

Powerpoint Microsoft Office Microsoft Excel Microsoft Word Customer Service Research English Outlook Windows Public Speaking Time Management Html Teamwork Social Media Photoshop Social Networking Management Marketing Leadership Microsoft Outlook Wealth Management Investments Financial Services Financial Advisory Finance Retirement Mutual Funds Asset Allocation Securities Series 7 Wealth Management Services Wealth Investment Advisory Asset Management Portfolio Management Alternative Investments Investment Strategies Investment Management Equities Retirement Planning Hedge Funds Financial Analysis Series 63 401k Insurance Financial Markets Derivatives Equity Research Valuation Strategic Financial Planning Fixed Income Capital Markets Bonds Bloomberg Series 24 Investment Banking Uniform Combined State Law Equity Trading Iras Separately Managed Accounts Estate Planning Etfs Finra Financial Planners Financial Planning Options Stocks Private Equity Trading Fixed Annuities

Darrell Roberts Education Details

Frequently Asked Questions about Darrell Roberts

What company does Darrell Roberts work for?

Darrell Roberts works for American Wealth Advisors

What is Darrell Roberts's role at the current company?

Darrell Roberts's current role is President, Founder, Chief Investment Officer at American Wealth Advisors.

What is Darrell Roberts's email address?

Darrell Roberts's email address is ro****@****dnb.com

What is Darrell Roberts's direct phone number?

Darrell Roberts's direct phone number is +177081*****

What schools did Darrell Roberts attend?

Darrell Roberts attended Bentley University, Abington High.

What are some of Darrell Roberts's interests?

Darrell Roberts has interest in Family, Physical Fitness, Finance, Sports, Insurance, Cars And Motorcycles.

What skills is Darrell Roberts known for?

Darrell Roberts has skills like Powerpoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, English, Outlook, Windows, Public Speaking, Time Management, Html.

Who are Darrell Roberts's colleagues?

Darrell Roberts's colleagues are Darrell Roberts.

Not the Darrell Roberts you were looking for?

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    Darrell Roberts
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    2
    yumiicecream.com, yumiicecream.com

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  • Darrell Roberts

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