Roger Doty
University of Kentucky
Tell me more about Roger Doty?
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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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
...See MoreWork Experience
branch manager senior vice president - investment officer at wells fargo advisors
First Vice President - Financial Advisor
Financial Services
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.
Education
English And History
1979-01-01-1983-01-01Skill
Qualified Retirement Plans
Tax Efficient Strategies
Insurance
Financial Advisory
401k Rollovers
Asset Allocation
Estate Investment Planning
Investment Planning
Retirement
Certification
Colleagues
Zachary B.
In the job market and owner of Buckley’s Bites Beef Jerky
Ross Wolff
Product Owner
Oluwatoyin Orebiyi
escalations manager at wells fargo advisors & owner at jt carr property solutions llc
Nathaniel Diorio
Agile Product Owner | Experience Portfolio Management Platform
Gina Balloni
Product Manager | Product Owner
Other Named Roger Doty
Frequently asked questions
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Roger Doty works for Wells Fargo Advisors
Roger Doty's role in Wells Fargo Advisors is branch manager senior vice president - investment officer at wells fargo advisors
Roger Doty works in the industry of Financial Services
Roger Doty's colleagues are Zachary B.,Ross Wolff,Oluwatoyin Orebiyi
Roger Doty's latest job experience is branch manager senior vice president - investment officer at wells fargo advisors at Wells Fargo Advisors
Roger Doty's latest education in University of Kentucky