Roxanne Gorman, CFP®

I am an experienced wealth management professional. I have held various leadership roles within the private banking and private client segments. I also have extensive experience as a senior adviser providing financial advice to high net wealth clients. Throughout my career I have focused on providing outstanding proactive advice. I develop and manage wealth management solutions tailored to clients needs and market conditions. Gaining and maintaining a thorough understanding of each clients financial and lifestyle objectives including their tolerance for risk is paramount. My absolute focus is on developing strong client relationships and providing quality financial advice to clients. I provide financial advice across the areas of strategy and investments. I have a Bachelor of Arts (Economics), Master of Financial Planning and a MBA. I am a CFP member of the FPA and also a JP.

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