Roger Doty
branch manager senior vice president - investment officer at wells fargo advisors@ Wells Fargo Advisors
Greater Savannah Area
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Roger Doty is a highly experienced financial professional with over 25 years of work experience. He specializes in qualified retirement plans, tax efficient strategies, insurance, financial advisory, and 401k rollovers. Based in Ghana-Georgia-Statesboro, Roger is dedicated to helping clients meet their financial needs. He has extensive experience in developing and implementing business retirement plans, maximizing tax efficiency, and enhancing wealth-building strategies. Roger's work history includes positions at Wells Fargo Advisors and Merrill Lynch, where he has demonstrated his expertise in various financial roles.
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Emails and Phone Numbers

@wfadvisors.com
@wellsfargoadvisors.com
+1 608754****
+1 912764****
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About

With over three decades in the financial services industry, I am committed to help clients meet their financial needs.Offering advisement not only in investments, wealth accumulation & retention, insurance and other financial platforms, I believe I also possess extensive experience in developing and implementing business retirement plans, which assist business owners in maximizing tax efficiency and enhancing wealth-building strategies.I moved to the Statesboro area in 1986, and have been an active member of the community since that time. My wife Wendy, is the Administrative Assistant at Pittman Park United Methodist Church. I have two sons, a step-daughter, daughter-in-law, and son-in-law, all of whom attended Georgia universities. In my spare time, I enjoy running, traveling with Wendy, and attending sporting events.Wells Fargo Advisors is not a legal or tax advisorThis information is intended for use only by residents of: AL, AR, FL, GA, KY, MA, MO, NC, NM, NY, OK, SC, TX, UT, VA and WA./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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Work Experience

1 North Jefferson Ave., St. Louis, Missouri, 63103, US

Financial Services

14289
Phone
+1 8885288460
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Roger Doty's Professional Milestones

  • branch manager senior vice president - investment officer at wells fargo advisors (2008-11-01~): Executing strategic investment initiatives to expand market reach and drive sustainable growth.
  • Associate Vice President (1998-04-01~2008-11-01): Implemented strategic initiatives to drive company growth through efficient systems and collaboration.
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Education

University of Kentucky
University of Kentucky

English And History

1979-01-01-1983-01-01
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