Roy Carlson is a seasoned financial professional with over two decades of experience in the investment sector. Currently serving as Vice President of Investments at Stifel Financial Corp. since September 2012, Roy excels in cultivating strong client relationships. Previously, Roy held the position of Associate Vice President at Wells Fargo Advisors, LLC, from March 2005 to September 2012, and has worked as a Financial Advisor/Stock Broker at Legg Mason and AG Edwards. Roy's academic credentials include a Master of Business Administration and a Bachelor of Business Administration, both earned from Hood College.
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