Robroy Wiley Email and Phone Number
Robroy Wiley work email
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Robroy Wiley personal email
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Robroy trains and develops investors to recognize common investing pitfalls that can steal their dreams while living a purpose powered life.We utilize the Matson Method - breakthrough approach that integrates advanced technologies of human behavior and Nobel Prize Winning economic principles into a single science of investing. Robroy asserts that we don’t have a retirement crisis but a savings crisis. How do you engineer scientifically your cash flow to create choices and peace of mind? It’s proven that Americans don’t save enough and common solutions don’t make a difference. The solutions don’t address our behavior over the long term.It addresses the common pitfall in financial planning and budgeting. SmartPlan Investing is a 60 year family owned registered investment advisory firm.
Smartplan Investing
View- Website:
- smartplaninvesting.com
- Employees:
- 4
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Investor CoachSmartplan Investing Jul 2011 - PresentAtlanta, GeorgiaPublic speaking and events - Robroy has been a featured speaker in the YES series at the City Club of Buckhead and at C4 in downtown Atlanta. He has spoken on small business issues such as financial organization and the biggest tax mistakes that small business owners make. September 2015, he started a series called The Free Market Challenge. Robroy invites two to three panelists each month, to discuss topical business issues, trends, and solutions for the small business owner. The topics have ranged from how to increase your digital marketing audience, to 1099 vs. W2 what are the differences, to why you should create a business financial plan for new projects.Wealth Management - Robroy is a registered investment advisor. works with his clients on eliminating fear, anxiety, and stress from the investing process. He implements the Free Market Portfolio Investment Strategy to help his clients take a more prudent, long term approach to investing and growing their wealth. Specialties:Structurally Engineered Portfolios, Modern Portfolio theory,Three Factor Model, and Efficient Market Hypothesis.Creator of StoryWill - Robroy launched the product/service StoryWIll in February 2016. StoryWill gives a voice to the business owner who wants to share their financial story to the next generation. The concept of StoryWill and its mission came from not knowing how his own family wealth was created and knowing his deceased relatives financial story.Articles and financial communicator.com - Robroy writes and publishes his own articles on LinkedIn and on his blog; financial communicator.com. His articles are centered around small business from interviewing other business owners on their line of service, to capitalism, to how to work through the emotional triggers when the stock market plunges. -
Visual MerchandiserRooms To Go Oct 2006 - Dec 2015Greater Atlanta AreaDeveloped a partnership with multiple senior store managers to drive merchandising initiatives and daily maintenance of each showroomDesign vignettes with accessories and art based on the style of furniture Communicate on a weekly basis with region of stores weekly schedule, accessory orders, and recaps of weekly visits for each locationWeekly solve merchandise placement of goods based on incoming transfers and product sold off the floorAnalyze monthly accessory sales to ensure proper inventory levels are maintained in cross section of styles as it pertains to each locationCoordinated with advertising team to develop design presentations for spokespersons Cindy Crawford and Carter Oosterhouse -
Part-Time Mens Sales ProfessionalBloomingdale'S Nov 2008 - Mar 2012Atlanta - Perimeter MallAssist clients with menswear needs by suggesting specific brands and coordinating outfitsMaintain customer relationships through the development of client profiles, which monitor client-specific sizes and brand needsContinuously improve merchandise presentation by keeping sales floor well-organized and visually appealing -
Portfolio AnalystAmeriprise Financial Services, Inc. Jan 2006 - Jul 2006Atlanta- MidtownReconciliation of clients income and expense statements through budget analysisQuarterly review of clients portfolio as it pertains to stock gains and losses which then determined a restructuring of asset class or asset allocationForecasted return on investment on asset allocation based on a benchmark return of the S&P 500 and the Russell 3000Archived and organized client files according to federal security compliance regulations
Robroy Wiley Skills
Robroy Wiley Education Details
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Fashion Retail Marketing
Frequently Asked Questions about Robroy Wiley
What company does Robroy Wiley work for?
Robroy Wiley works for Smartplan Investing
What is Robroy Wiley's role at the current company?
Robroy Wiley's current role is Investor Advisor Coach -.
What is Robroy Wiley's email address?
Robroy Wiley's email address is rw****@****hoo.com
What schools did Robroy Wiley attend?
Robroy Wiley attended Georgia State University - J. Mack Robinson College Of Business, The Art Institutes.
What are some of Robroy Wiley's interests?
Robroy Wiley has interest in Video Blogs, Education, Design, Investing.
What skills is Robroy Wiley known for?
Robroy Wiley has skills like Sales, Customer Service, Advertising, Team Building, Time Management, Leadership, Retail, Store Management, Sales Management, Marketing, Merchandising, New Business Development.
Who are Robroy Wiley's colleagues?
Robroy Wiley's colleagues are Jennifer Foster, Roy Wiley Cpa, Trainer For A Purpose Powered Life..
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