Paul Roy, Cfa, Cfp® Email & Phone Number

I bring over 17 years of experience in financial services, specializing in building lasting professional relationships through a deep understanding of client needs, objective advice, and exceptional service. As a Co-Founder – Managing Director, I lead the team’s advisory strategies, making critical decisions on manager and security selection. I hold multiple licenses and certifications, including FINRA Series 7 and 66 registrations, Massachusetts State Life Insurance license, and designations as a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Analyst®.I have been consistently recognized for my excellence, receiving various industry accolades, including recognition by Forbes, including Best-In-State Wealth Advisor in 2024* and Best-In-State Wealth Management Team Member for 2024*. My community involvement includes regular volunteer work with the ALS Association of Massachusetts and ALS-One.In my personal life, I enjoy soccer, basketball, and cycling. I love traveling and spending time with my wife Kathryn and our four children. I am also an active volunteer for ALS-related charities.Visit www.rtsprivatewealth.com to learn more.*See award section for required disclosures.--CA Insurance #0M99059Securities and advisory services offered through &PARTNER LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC.Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

Listed skills include Financial Services and Services.