Gary S. Roberson, CFP®

As a seasoned professional, I have learned that with life comes many challenges. Over the years I have found myself working with more and more people who are transitioning through difficult times in their lives. Often they are managing substantial money for the first time. When put in this position to manage this wealth, the responsibility can be overwhelming.

As a financial advisor working in my own business, my clients have become my extended family. As my own family relies on me as the patriarch, over the years I have found my family of clients can use my guidance and wisdom as well in areas that arrive in their lives that for many are unfamiliar territory.

Gary is a CFP^® and a statistics major from the University of Mississippi, who has had extensive corporate planning experience with major companies: IBM, Sperry, and General Instrument corporations. For over the past decade, Gary has focused his career to help individuals  and their families prepare and manage financial strategies for the long term. He has a commitment to establish and maintain a valued relationship with each positioned client for the many years to come.

Gary and his wife, Carmen are avid University of South Carolina Gamecock fans and attend many of the school’s sporting events throughout the year. He and Carmen enjoy spending time with their children’s families, especially their 5 grandchildren.