As an Investment Advisor Representative with Roadmap Advisors, Roy Atallah provides comprehensive financial planning for select clients.
He develops individualized strategies based on each client's financial position, risk profile, time horizon, and retirement goals, then builds and monitors the plan. Through the firm's tax affiliate, Roadmap Tax, he draws on in-house expertise to optimize tax strategy and ensure it is fully integrated into the financial plan.
Before his career as a wealth advisor, Roy served 20 years in the Navy, including a distinguished tenure as a special operations medic. He excelled in team building, contingency planning, and tactical execution in austere environments and has brought those strengths to the civilian sector.
Roy lives in eastern North Carolina with his wife and three children.
Advisory services are offered through Compass Financial Management, LLC, an SEC-registered investment adviser.