Canopy Roads Advisors
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Bruce R. Roberson

Bruce R. Roberson

  • CFP
  • Managing Partner
  • Financial Advisor
Bruce R. Roberson

Bruce R. Roberson

  • CFP
  • Managing Partner
  • Financial Advisor
As a Financial Advisor, I manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice with the highest level of professional service while building and preserving wealth for my clients.

I worked for 7 years at Morgan Stanley, before joining Wells Fargo Advisors (formerly Wachovia Securities), where I operated for 15 years.  In 2022, I moved to the independent channel of Wells Fargo Advisors Financial Network, as the branch manager of Canopy Roads Advisors.  My experience also includes a position with Raymond James & Associates. I hold a Bachelor's degree from the Florida State University, College of Business. With an emphasis on continuing education, I have also earned the Certified Financial Planner® certification from the College for Financial Planning. For this certification, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.




 

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  • 850.558.6699
M. Jason Roper

M. Jason Roper

  • C(k)P
  • AIF
  • Managing Partner
  • Financial Advisor
M. Jason Roper

M. Jason Roper

  • C(k)P
  • AIF
  • Managing Partner
  • Financial Advisor

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  • 850.383.1800
Kyle Crilow

Kyle Crilow

    • Managing Partner
    • Financial Advisor
    Kyle Crilow

    Kyle Crilow

      • Managing Partner
      • Financial Advisor

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      • 850.383.1800
      M. Josh Jordan

      M. Josh Jordan

        • Financial Consultant
        M. Josh Jordan

        M. Josh Jordan

          • Financial Consultant

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          • 850.383.1800
          Amy V. Perrin

          Amy V. Perrin

            • Financial Consultant
            Amy V. Perrin

            Amy V. Perrin

              • Financial Consultant

              Amy Perrin, Financial Consultant, joined Wells Fargo Advisors in May 2013.  In 2022, she and the team moved to the independent channel, forming Canopy Roads Advisors.  Before this, she began her career in finance at Deutsche Bank where she worked for 5 years after finishing her master's degree. Amy is a graduate of Florida State University where she majored in accounting, however she does not provide these services in her current role. She then received her MBA from Stetson University. Her registrations include Series 7 (General Securities Registration), Series 63 (Uniform Securities Agent), Series 66 (Uniform Combined State Law), and Life, Health, and Variable Annuities Insurance licenses.

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              • 850.558.6699
              Gloria Woodford

              Gloria Woodford

                • Registered Senior Service Associate
                Gloria Woodford

                Gloria Woodford

                  • Registered Senior Service Associate

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                  • 850.383.1800
                  Cindy Kruta

                  Cindy Kruta

                    • Client Associate
                    Cindy Kruta

                    Cindy Kruta

                      • Client Associate

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                      • 850.383.1800
                      Canopy Roads Advisors
                      • 3320 Thomasville Road
                        Suite 301
                        Tallahassee, FL 32308
                      • 850.383.1800
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