William Roe, Cfp®
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William Roe, Cfp® Email & Phone Number

Financial Advisor at Wealth Strategies at Wealth Strategies
Location: Chemung County, New York, United States 4 work roles 1 school
1 work email found @chemungcanal.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email w****@chemungcanal.com
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Current company
Wealth Strategies
Role
Financial Advisor at Wealth Strategies
Location
Chemung County, New York, United States
Company size
82 employees

Who is William Roe, Cfp®? Overview

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Quick answer

William Roe, Cfp® is listed as Financial Advisor at Wealth Strategies at Wealth Strategies, a with 82 employees, based in Chemung County, New York, United States. AeroLeads shows a work email signal at chemungcanal.com and a matched LinkedIn profile for William Roe, Cfp®.

William Roe, Cfp® previously worked as Financial Advisor Raymond James | at Wealth Strategies and RSG Relationship Manager at Chemung Canal Trust Company. William Roe, Cfp® holds Bachelor Of Science (Bs), Business/Managerial Economics from Suny Oneonta.

Company email context

Email format at Wealth Strategies

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*@chemungcanal.com
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Profile bio

About William Roe, Cfp®

William Roe, Cfp® is a Financial Advisor at Wealth Strategies at Wealth Strategies. He possess expertise in microsoft office, microsoft excel, customer service.

Listed skills include Microsoft Office, Microsoft Excel, and Customer Service.

Current workplace

William Roe, Cfp®'s current company

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Wealth Strategies
Wealth Strategies
Financial Advisor at Wealth Strategies
greenwood village, colorado, united states
Website
wealthsg.com
Employees
82
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Company profile
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4 roles

William Roe, Cfp® work experience

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Financial Advisor Raymond James |

Current
Wealth Strategies

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Corning Credit Union and Wealth Strategies are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Oct 2021 - Present

Rsg Relationship Manager

Chemung Canal Trust Company

Elmira-Corning Area

Provide financial planning services to clients and plan participants

May 2021 - Oct 2021

Retirement Services Specialist

Chemung Canal Trust Company

Elmira, New York

Retirement specialist focusing on modeled IRA accounts.

Jul 2016 - May 2021
Team & coworkers

Colleagues at Wealth Strategies

Other employees you can reach at wealthsg.com. View company contacts for 82 employees →

JM Joel Matute Joel Matute Colleague at Wealth StrategiesProvo, Utah, United States View → JG Jasmin Gonzalez Jasmin Gonzalez Colleague at Wealth StrategiesLas Vegas, Nevada, United States View → SC Spencer Carrado Spencer Carrado Colleague at Wealth StrategiesDenver, Colorado, United States View → BS Bribcel Sandoval Bribcel Sandoval Colleague at Wealth StrategiesMexico View → DK Dj Kobilan Dj Kobilan Colleague at Wealth StrategiesColorado Springs, Colorado, United States View → CB Catherine Bass Catherine Bass Colleague at Wealth StrategiesFrisco, Texas, United States View → SF Sean Fitzgerald Sean Fitzgerald Colleague at Wealth StrategiesLittleton, Colorado, United States View → JC Julianna Clarke Julianna Clarke Colleague at Wealth StrategiesLexington, Kentucky, United States View → PN Pete Nelson Pete Nelson Colleague at Wealth StrategiesSalt Lake City Metropolitan Area, United States View → JC Juliet Case Juliet Case Colleague at Wealth StrategiesParker, Colorado, United States View →
1 education record

William Roe, Cfp® education

FAQ

Frequently asked questions about William Roe, Cfp®

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

What company does William Roe, Cfp® work for?

William Roe, Cfp® works for Wealth Strategies.

What is William Roe, Cfp®'s role at Wealth Strategies?

William Roe, Cfp® is listed as Financial Advisor at Wealth Strategies at Wealth Strategies.

What is William Roe, Cfp®'s email address?

AeroLeads has found 1 work email signal at @chemungcanal.com for William Roe, Cfp® at Wealth Strategies.

Where is William Roe, Cfp® based?

William Roe, Cfp® is based in Chemung County, New York, United States while working with Wealth Strategies.

What companies has William Roe, Cfp® worked for?

William Roe, Cfp® has worked for Wealth Strategies and Chemung Canal Trust Company.

Who are William Roe, Cfp®'s colleagues at Wealth Strategies?

William Roe, Cfp®'s colleagues at Wealth Strategies include Joel Matute, Jasmin Gonzalez, Spencer Carrado, Bribcel Sandoval, and Dj Kobilan.

How can I contact William Roe, Cfp®?

You can use AeroLeads to view verified contact signals for William Roe, Cfp® at Wealth Strategies, including work email, phone, and LinkedIn data when available.

What schools did William Roe, Cfp® attend?

William Roe, Cfp® holds Bachelor Of Science (Bs), Business/Managerial Economics from Suny Oneonta.

What skills is William Roe, Cfp® known for?

William Roe, Cfp® is listed with skills including Microsoft Office, Microsoft Excel, and Customer Service.

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