Jon-Paul Roy Email and Phone Number
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Jon-Paul Roy personal email
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I help my clients become financially confident, drawing on coordinated set of best-practices: • We diagnose before we prescribe while considering how to deploy each of your hard-earned dollars. • Rather than one-smart-guy, we coordinate the right people, process, and technology to simply and objectively communicate and implement complex ideas. • We value entrepreneurial assets and risks where business and personal balance sheets intersect. In short, your Ashford team helps execute game plans for families, professionals, and closely-held businesses providing services such as:Business Strategies· Pension and 401k plans· Business continuity, BuySell/Exit, & Valuations· Key-person and Group insurances · Executive bonus and employee financial wellness programs Personal & Family Strategies· Cashflow management of income, savings, and expenses.· Asset protection with life, disability income, and long-term care insurance· Tax-advantaged solutions for home, education, retirement, and other life goals.A little background on me. I’m Canadian by birth, Floridian by youth, global traveler by choice, and resident of Atlanta since 1991. I’ve been married longer than my sweet wife will let me admit. We have two adult children living their dreams. For fun, I enjoy competitive league tennis and any activity in warm or on frozen water, particularly when joined by my dogs who share similar passions./COMPLIANCE:2024-3695/
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Financial AdvisorAshford Advisors Jul 2019 - PresentAtlanta, Ga, UsRegistered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Ashford Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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Financial ProfessionalApogee Financial Partners Sep 2018 - Jul 2019Atlanta, Ga, UsNational Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Note: National Financial Services Group (NFSG) became Apogee Financial Partners effective May 2019. -
Business ConsultantVente Partners Llc Jan 2017 - Jul 2019Growth-ready Sales, Alliances, & Benefits -
DirectorMiller Heiman Group (Formerly Mhi Global) 2016 - 2017Chicago, Illinois, UsSenior resource transforming clients' growth and service potential. -
Vice President, Director Of Strategic Accounts & AlliancesSales Performance International 2006 - 2015Charlotte, Nc, UsEnabling clients to optimize sales performance through talent, process, and enablement. Expanded global footprint opening wholly-owned foreign entities in Europe and China. -
Business Development ExecutiveIbm 2002 - 2006Armonk, New York, Ny, UsManaged global field marketing, sales, innovation, & practice enablement budgets and strategy across international CRM consulting practice. -
Business Development ExecutivePwc 1998 - 2002Gb -
Strategic Account Manager & ConsultantHewlett-Packard Jan 1988 - Jan 1998Houston, Texas, Us
Jon-Paul Roy Skills
Jon-Paul Roy Education Details
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Furman UniversityBusiness & Computer Management
Frequently Asked Questions about Jon-Paul Roy
What company does Jon-Paul Roy work for?
Jon-Paul Roy works for Ashford Advisors
What is Jon-Paul Roy's role at the current company?
Jon-Paul Roy's current role is Helping clients BUILD, PROTECT, and COORDINATE business & family finances..
What is Jon-Paul Roy's email address?
Jon-Paul Roy's email address is jo****@****bal.com
What is Jon-Paul Roy's direct phone number?
Jon-Paul Roy's direct phone number is +177032*****
What schools did Jon-Paul Roy attend?
Jon-Paul Roy attended Furman University.
What are some of Jon-Paul Roy's interests?
Jon-Paul Roy has interest in Dogs, Tennis, Travel, Anything In Warm Or On Frozen Water.
What skills is Jon-Paul Roy known for?
Jon-Paul Roy has skills like Sales Process, Strategy, Enterprise Software, Sales Management, Sales, Sales Operations, Consulting, Account Management, Leadership, Business Strategy, Strategic Partnerships, Go To Market Strategy.
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