Baili Roy, CFP®, CDFA®, currently serves as a Wealth Advisor at Corient since August 2023, transitioning from the role of Associate Wealth Advisor at the same company, formerly known as CI BDF Private Wealth. Prior to this, Baili Roy accumulated extensive experience at CI BDF Private Wealth from June 2016 to July 2023, where roles included Senior Advisor & Recruiting Specialist, Financial Advisor, Senior Financial Planner, and Financial Planner. Baili Roy holds a Bachelor’s Degree in Financial Planning and Services from the University of Illinois Urbana-Champaign.
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