Robert Roels

Robert Roels currently serves as the Associate Director of Wealth Planning at D.A. Davidson Companies, having joined the firm in January 2021. Prior to this role, Robert spent nearly seven years at Umpqua Bank as a Senior Financial Planner, where responsibilities included guiding private banking clients through financial planning, developing customized wealth management strategies, and improving processes and customer experience. Robert's extensive career also includes over two decades at Bank of America, where roles spanned from Banking Center Manager to Personal Banking Officer, with notable achievements in training development, sales performance, and receiving multiple awards for excellence. Robert holds a Bachelor of Arts degree in History from Arizona State University.