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Roger Scheffel

Senior Managing Director @Clearstead Advisory Solutions

Norfolk, VA, US

EMAILS

r••••••••@clearstead.com

MOBILE NUMBERS

+17•••••••00

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WORK HISTORY

Mar 2024 — Present

Senior Managing Director @Clearstead Advisory Solutions

Norfolk, VA, US

EDUCATION

1986 — 1990

St. Mary's University

BBA, Accounting

SKILLS

Asset ManagementPortfolio ManagementWealth ManagementAsset AllocationMutual FundsMergers & AcquisitionsAlternative InvestmentsFinancial ServicesEstate PlanningRetirement PlanningInvestmentsStrategySeries 7Strategic Financial PlanningFinance

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ABOUT ROGER SCHEFFEL

Senior Managing Director, Clearstead

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