Bruce R. Roberson
- CFP
- Managing Partner
- Financial Advisor
Bruce R. Roberson
- CFP
- Managing Partner
- Financial Advisor
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.
Contact
M. Jason Roper
- C(k)P
- AIF
- Managing Partner
- Financial Advisor
Kyle Crilow
- Managing Partner
- Financial Advisor
M. Josh Jordan
- Financial Consultant
Amy V. Perrin
- Financial Consultant
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.
Contact
Gloria Woodford
- Registered Senior Service Associate
Cindy Kruta
- Client Associate
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