Peter Roy | Wealth Management Advisor | North Little Rock, AR | U.S. Bancorp Wealth Management

METRO_COMFINANCIALADVISOR in North Little Rock Peter Roy

Wealth Management Advisor
U.S. Bancorp Investments

501.771.4864

Primary office
3703 Mccain Boulevard
North Little Rock, AR 72116

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in the North Little Rock, Sherwood, and Little Rock areas. My experience in the financial industry started in 2018 and I became a Wealth Management Advisor in 2021. I hold a Master of Business Administration in Accounting, Marketing from Southern Methodist University and a Bachelor of Science from Northeast Louisiana University. Arkansas Insurance Producer License Number 17602949.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with my church. In my free time, I enjoy time with family, cooking, hunting, fishing, travel.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.

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