Robroy Wiley Email & Phone Number

Atlanta, Georgia

Public 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.

Greater Atlanta Area

Developed 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

Atlanta - Perimeter Mall

Assist 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

Atlanta- Midtown

Reconciliation 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

Bachelor Of Business Administration (B.B.A.), Finance

A heavy concentration on the academic concepts of Dr. Harry Markowitz, Sharpe, Fama and French on how to diversify a portfolio.

Associate Of Science - As, Fashion Retail Marketing