Roain Saunders
Wealth Advisor & Shareholder at Mercer Advisors Financial Planning | Estate Planning | Tax Planning | Investments Management | Wealth Management Services for Families, Businesses and Institutions.
- Role
- Wealth Advisor & Shareholder at Mercer Advisors
- Location
- Woodbridge, CT, US
- LinkedIn followers
- 500 followers
About Roain Saunders
As a financial planner my goal is to always ensure I understand clients’ deepest financial concerns. Regardless of the client’s financial situation, I am able to clear the confusion and help provide confidence and hope for the future. My sharp listening skills and empathy enables me to more quickly identify clients’ true concerns and put them at ease. I address their issues with the appropriate, practical, but tailored solutions. My communication skills allow me to translate complex financial concepts into layman’s terms that clients understand. I consistently demonstrate tenacity and a high level of ethical responsibility.
Experience
Wealth Advisor & Shareholder
Jan 2023 — Present · CT, US
Education
Texas Tech University
Master's Degree, Financial Planning and Wealth Management
2014 — 2016
Alfred State College - SUNY College of Technology
Bachelor's Degree, Human Services Management: Behavioral Psychology, Counseling, Business and General Management
2010 — 2014
Skills
- Analytical Reasoning
- Futuristic
- Strategic Influence
- Adaptability
- Teamwork
- Multi Tasking
- Event Planning
- Public Speaking
- Customer Service
- Social Media
- Microsoft Office
- Microsoft Excel
- Powerpoint
- Microsoft Word
- Windows
- Leadership
- Future Trends
- Training
- Time Management
- Higher Education
- Research
- Finance
- Microsoft Powerpoint
- Financial Planning
- Investments
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