Roy is the Founder of Prestige Wealth Accounting Group, and has over 30 years of professional experience in financial planning and investment management. He holds the Chartered Financial Consultant designation through the American College in Bryn Mawr, PA, and earned his degree in finance from Lycoming College in Williamsport, PA. Roy is also a member of the Financial Planning Association and the Society of Financial Service Professionals.
Roy is recognized for his knowledge and experience in the financial industry, and his insights have been featured on CNBC and Fox Business News, as well as The Wall Street Journal, Dow Jones Newswires, SmartMoney and Reuters. Locally, his insights have appeared in The Star-Ledger, The Hunterdon County Democrat, The Courier News and other respected publications.
Throughout his career, Roy has achieved several industry accolades, including being named to Barron’s Top 1,000 Advisors for 2009, 2010 and 2011.1 In a recent issue of Registered Rep. Magazine, he was named one of the Top 100 Independent Advisors in America.2 In the January edition of New Jersey Monthly, Roy was recognized as a Five Star Wealth Manager for the third year in a row.4
Roy enjoys family travel, and is also passionate about horses, boating, fishing, fine wine, fine dining and barbecuing at home. He participates in CrossFit, spinning and hiking, and is active in fund raising activities for local charities such as the Bonnie Brae School and Residential Treatment Center and the Hunterdon Medical Center. Roy is very involved in the community of Flemington, and Hunterdon County in general, as an active member of the Hunterdon County Chamber of Commerce, Flemington Lions Club and 200 Club of Flemington, and as a former board member of SAFE in Hunterdon.