Donald M. Roy CFP Renews Membership with the Financial Services Institute
Local financial advisor Donald M. Roy CFP®, of New England Wealth Advisors, today announced he/she has renewed membership with the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans’ access to objective, affordable financial advice, delivered by a growing network of over 37,000 independent financial advisor members.
“I am proud to renew my membership with FSI, an organization that works hard every day, to protect my clients’ access to quality financial advice,” said Roy. “FSI helps educate elected officials and regulators on what Americans need from financial advisors and how the industry works with clients to secure their financial futures. They also help ensure that I can continue to offer my clients the advice they need.”
“We are very pleased to have Donald M. Roy renew their membership,” said FSI President & CEO Dale E. Brown. “Our advocacy is only as effective as our engaged members. And conscientious advisors like Roy help bring real-life experience to our efforts. We plan to continue to work closely with Roy as we advocate for independent financial advisors and the hard-working clients they serve.”
Donald M. Roy offers comprehensive Financial Advisory services with a specialty in retirement income planning. He has been an independent advisor for 32 years and is affiliated with Raymond James. Roy is also active as a trustee of The NH retirement system and Governance chair, Teaches Adult education classes in Merrimack as well has been active in numerous nonprofit boards.
More information on Donald Roy’s practice can be found at https://www.raymondjames.com/newenglandwealthadvisors
About the Financial Services Institute (FSI): The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for more than 100 independent financial services firm members and their 160,000+ affiliated financial advisors – which comprise over 60% of all producing registered representatives. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please visit financialservices.org.
Boston Harbor Wealth Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA / SIPC.