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Peter Roy

Wealth Management Advisor

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It is my pleasure to serve the financial needs of people in the North Little Rock, Sherwood, and Little Rock areas. My experience in the financial industry started in 2018 and I became a Wealth Management Advisor in 2021. I hold a Master of...... Show More
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About
It is my pleasure to serve the financial needs of people in the North Little Rock, Sherwood, and Little Rock areas. My experience in the financial industry started in 2018 and I became a Wealth Management Advisor in 2021. I hold a Master of Business Administration in Accounting, Marketing from Southern Methodist University and a Bachelor of Science from Northeast Louisiana University. Arkansas Insurance Producer License Number 17602949.I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.Outside of work, I volunteer with my church. In my free time, I enjoy time with family, cooking, hunting, fishing, travel.
Specialities
Investment planning
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Executive/trustee planning
Legacy planning
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Positions
  • Wealth Management Advisor
FAQs
Here are some Frequently Asked Questions about Peter Roy
What is Peter Roy’s work email address?
Peter Roy’s professional email address is p*******y@u*****.com. You can also email Peter Roy by clicking on the contact Peter Roy.
Where is Peter Roy based out of?
Peter Roy’s primary location is North Little Rock, AR.
What is Peter Roy's phone number?
Peter Roy's phone number is (501) 771-4864
What is Peter Roy's title??
Peter Roy is a Wealth Management Advisor.
What are Peter Roy's areas of expertise?
Peter Roy specializes in Investment planning, Insurance protection planning, Retirement plan distribution planning, Executive compensation planning, Business succession planning, Charitable gifting strategies, Executive/trustee planning, Legacy planning, Goals-based wealth management.