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Michael Roy Email & Phone Number

Regional Vice President at Zacks Investment Management
Location: Fallbrook, California, United States 10 work roles 2 schools
1 work email found @fisherinvestments.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@fisherinvestments.com
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Current company
Zacks Investment Management
Role
Regional Vice President
Location
Fallbrook, California, United States
Company size
140 employees

Who is Michael Roy? Overview

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Quick answer

Michael Roy is listed as Regional Vice President at Zacks Investment Management, a with 140 employees, based in Fallbrook, California, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Michael Roy.

Michael Roy previously worked as Wealth Advisor at Canter Companies and Health and well-being at Career Break. Michael Roy holds Certified Financial Planner™ Certification Education Program, Financial Planning And Services from Northwestern University.

Company email context

Email format at Zacks Investment Management

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mroy@fisherinvestments.com
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AeroLeads found 1 current-domain work email signal for Michael Roy. Compare company email patterns before reaching out.

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Profile bio

About Michael Roy

Highly experienced Sales professional and client relationship manager. With expertise in capital generation, I have delivered nearly $1 Billion in new client assets since 2005. An authentic and transparent leader with expertise in high-net-worth sales and providing investment management solutions to Institutional and Private Clients. Track record of delivering exceptional long-term client service and communicating complex situations while also being a driven individual producer. Expertise in converting new leads to trading clients, managing intricate high-net-worth relationships, and the hiring and talent development of employees.

Current workplace

Michael Roy's current company

Company context helps verify the profile and gives searchers a useful next step.

Zacks Investment Management
Zacks Investment Management
Regional Vice President
California, United States
Website
zackswmg.com
Employees
140
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Company profile
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10 roles

Michael Roy work experience

A career timeline built from the work history available for this profile.

Health And Well-Being

Career Break
Feb 2024 - Dec 2024

Professional

Canter Wealth

La Jolla, Ca, Us

Presentation, Education & Sales - Advisor training - Operations efficiency - Sales and Operational process Responsible for hosting 2 part educational seminars (8 hours total) on the basics of personal financial planning and taxes. Held in-person meetings with seminar attendees, and conducted full financial planning reviews with new clients.

Feb 2023 - Jan 2024
Team & coworkers

Colleagues at Zacks Investment Management

Other employees you can reach at zackswmg.com. View company contacts for 140 employees →

WH Wayne Hoffman Wayne Hoffman Colleague at Zacks Investment ManagementNaperville, Illinois, United States View → YX Yuman Xu Yuman Xu Colleague at Zacks Investment ManagementChampaign, Illinois, United States View → JL Jesse Lawrence Jesse Lawrence Colleague at Zacks Investment ManagementUnited States View → ZK Zhuo Kang Zhuo Kang Colleague at Zacks Investment ManagementGreater Chicago Area, United States View → DP Daniel Powers Daniel Powers Colleague at Zacks Investment ManagementChicago, Illinois, United States View → WP Will Pearce Will Pearce Colleague at Zacks Investment ManagementWheaton, Illinois, United States View → MS Matthew Schaeffer Matthew Schaeffer Colleague at Zacks Investment ManagementNew York, United States View → JS Jake Solesky Jake Solesky Colleague at Zacks Investment ManagementGreater Chicago Area, United States View → ZP Zack Plug Zack Plug Colleague at Zacks Investment ManagementKnoxville Metropolitan Area, United States View → EK Edward Kipp Edward Kipp Colleague at Zacks Investment ManagementColorado Springs, Colorado, United States View →
2 education records

Michael Roy education

Certified Financial Planner™ Certification Education Program, Financial Planning And Services

Northwestern University

Social Sciences, Applied Economics

Florida State University
FAQ

Frequently asked questions about Michael Roy

Quick answers generated from the profile data available on this page.

What company does Michael Roy work for?

Michael Roy works for Zacks Investment Management.

What is Michael Roy's role at Zacks Investment Management?

Michael Roy is listed as Regional Vice President at Zacks Investment Management.

What is Michael Roy's email address?

AeroLeads has found 1 work email signal at @fisherinvestments.com for Michael Roy at Zacks Investment Management.

Where is Michael Roy based?

Michael Roy is based in Fallbrook, California, United States while working with Zacks Investment Management.

What companies has Michael Roy worked for?

Michael Roy has worked for Zacks Investment Management, Canter Companies, Career Break, Canter Wealth, and Fisher Investments.

Who are Michael Roy's colleagues at Zacks Investment Management?

Michael Roy's colleagues at Zacks Investment Management include Wayne Hoffman, Yuman Xu, Jesse Lawrence, Zhuo Kang, and Daniel Powers.

How can I contact Michael Roy?

You can use AeroLeads to view verified contact signals for Michael Roy at Zacks Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Michael Roy attend?

Michael Roy holds Certified Financial Planner™ Certification Education Program, Financial Planning And Services from Northwestern University.

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