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Roger Moore

PARAPLANNER 

Overview

My role in the office is to assist our Financial Planners in getting ready for client meetings by preparing meeting materials, assembling financial reports, situation modeling in financial planning software, ensuring actions are completed in our CRM system, and conducting client specific research. I act as a supportive team player and prioritize a quality experience for clients. I aspire to one day be a financial advisor and enjoy every moment I get working with our planners.

ACCREDITATIONS & EDUCATION

• Youngstown State University class of 2021 –  (Major) B.S.B.A. in Finance, (Minor) Marketing.
• Boardman Highschool class of 2017.

HOBBIES & PERSONAL LIFE

• I love to learn about and make new things. Not limited to writing, music, painting, assembling micro electronics, working on my car, and cooking recipes.
• My favorite sport is Lacrosse.
• I’m a member of Theta Chi fraternity.
• I enjoy traveling as well as sight seeing, adventuring outdoors, meeting other car enthusiasts, having fun with my friends, and loving on my dachshunds at home.

FAVORITE QUOTE

“For the mind does not require filling like a bottle, but rather, like wood, it only requires kindling to create in it an impulse to think independently and an ardent desire for the truth” - Plutarch

Roger Moore<br>- Paraplanner -

330-856-6345

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