Ilya Roytman

About Ilya Roytman

I\'m a Financial Advisor with Thrive Financial Services out of Port Washington, PA. I represent our fiduciary wealth management service and help clients not just with money management but rather a very holistic ROUTE based approach to their retirement planning that includes our GPS to ensure that we\'re always on track. That includes de-risking the portfolios while getting rates of return in line with clients\' goals and objectives as well as making sure that there are protected portions of their portfolio and there\'s an overarching strategy in place to make their retirement as tax efficient as possible and ensure that assets are protected both during their lifetime as well as in passing to their beneficiaries. Prior to my current role I was a Director of Wealth Management at Aksala Wealth Advisors out of Lakewood Ranch, Florida. I was responsible for representing our fiduciary wealth management and planning services and onboarding new clients to our tenured, boutique RIA team. Before Aksala, I was a Fiduciary Advisor for Trajan Wealth responsible for representing their wealth management services and onboarding new clients in multiple Florida markets. Prior to that, I spent a year at Morgan Stanley doing full cycle financial planning as well as trading and managed service inception. I started my financial services career at Fisher Investments where I spent over a decade, starting out as an account exec and working up to VP of sales for our private client group, as well as servicing existing client relationships towards the end of my tenure.I would describe myself as highly self-motivated, ethical and not afraid to stand up for what’s right. I\'m passionate about being the best at what I do and pride myself on becoming a subject matter expert on things that are near and dear to me, both personally and professionally.Very articulate and yet direct in my written and oral communication. I can explain complicated concepts in a clear and simplified manner as well as use appropriate verbiage tailored to a particular prospective client.Very detail oriented, sharp, and driven personality as well as the ability to relate to many different types of people and cater my sale to suit their style in order to achieve win/win results.

Experience

1. Financial Advisor

   Thrive Financial Services

   Sep 2025 — Present · FL, US

   Financial Advisor covering our full suite of fiduciary wealth management services including managed money, protected products and advanced tax planning as well as estate planning.

Education

• San José State University

  BS in Business, Management Information Systems

  1999 — 2004

Skills

• Salesforce.com
• Media Buying
• Affiliate Marketing
• SEO
• Lead Generation
• Cold Calling
• Account Management
• Business Development
• Business Strategy
• Advertising
• Strategy
• Email Marketing
• Management
• Sales
• Online Advertising
• Entrepreneurship
• Marketing
• Selling
• Start-Ups