Apella Wealth
Roath Visal is an experienced operations specialist currently working at Apella Wealth since September 2022. Previously, Roath served as a Trade Settlements Associate at Morgan Stanley from April 2021 to February 2022, focusing on domestic trade settlements. Prior roles include Premium and Billing Associate in the Benefits Division at Symetra from January 2020 to March 2021, and a Sales Management Intern in the Retirement Division at Symetra from June 2019 to October 2019. Additionally, Roath co-founded RV and RN Vending, LLC, providing food and beverage services from November 2016 to September 2018. Roath holds a Bachelor of Science in Economics from the University of Washington and an Associate in Science in Physics, Atmospheric Sciences and Engineering from Bellevue College.
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Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Disclosure: Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.