Roy G. Spinks Jr. CPA, AIF®
Partner | Wealth Advisor
Roy G. Spinks, Jr. is a Partner and Wealth Advisor with Stratos Wealth Partners. Having been licensed financial advisor since 2002, he is dedicated to providing investment and insurance advice to a range of clients including commercial, nonprofit, governmental entities, individuals and their families. Roy has also been a licensed CPA since 1997. He helps clients develop, monitor, and maintain their wealth management plans.
Prior to joining Stratos Wealth Partners, Roy worked as a financial advisor with Hibernia Investment Securities, which was later acquired by Capital One Investing. Before becoming an investment advisor, Roy began his career as a CPA with a public accounting firm in Birmingham, AL. Roy prides himself in providing a distinct perspective on recognizing opportunities, developing effective financial strategies, and consulting with clients.
Roy manages to stay ahead of regulatory and compliance changes by attending educational seminars on a regular basis. This practice helps assist clients during money management crisis such as 9/11, government bailouts and shutdowns, and overseas market turmoil. He has the experience needed to implement and manage risk-based products. He works to assist his clients with distribution in a tax efficient way and assist the family with asset distribution when life changing events occur.
Roy served his country during Operation Desert Storm and received several medals for his service. During his military training, he also received a Certificate of Achievement and a Letter of Commendation highlighting his high degree of skill, determination, and desire to excel. He used his military experience to help fund his education. He graduated from Louisiana Tech University with a BS in Accounting and obtained his CPA license shortly thereafter. Roy is a member of the Society of Louisiana CPAs and Alabama Society of CPAs. He maintains investment and insurance registrations in various states. Such registrations include, FINRA Series 7and 63 registrations with LPL Financial and 66 registrations with LPL Financial and Stratos Wealth Partners, Ltd. as well as his Life Insurance, Health Insurance and Annuity licenses.
He has been married to his lovely wife Ella for over 20 years and they are raising their two children in Mandeville, Louisiana. Roy and his family actively participate in local fundraisers to help support local schools and charitable organizations.
In his spare time, Roy enjoys golfing, grilling, traveling with his wife and kids, and watching as much football as possible before hunting season begins.
Roy is an experienced financial advisor who is sincere and honest with his clients. He works easily with CPAs, attorneys and tax advisors by becoming his client’s liaison. He strives to lessen the stress involved in money management allowing clients to focus on other priorities such as faith, family, work or anything else that is important to them.
Roy G. Spinks Jr. is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial.