Roy G. Spinks, Jr. is a partner and wealth advisor with Stratos Wealth Partners.
With over two decades of experience as a CPA and financial advisor, I am dedicated to helping individuals, families, businesses and nonprofits achieve their financial goals. My deep understanding of accounting, investments, and insurance enables me to design customized strategies for addressing complex financial challenges. I specialize in developing, monitoring, and managing comprehensive wealth management plans that are tailored to each client’s unique needs.
As a veteran who served during Operation Desert Storm, I bring a disciplined, results-oriented approach to wealth management. My experience navigating market volatility during critical events such as 9/11, the 2008 financial crisis, and the COVID-19 pandemic has equipped me to help guide you in building lasting financial independence.
Holding a CPA license and FINRA Series 7, 63, and 66 registrations, held through LPL Financial, as well as Life, Health, and Annuity licenses, I am qualified to serve a diverse clientele. Beyond risk management and investments, I excel in tax-efficient distribution strategies and estate planning. By coordinating seamlessly with your CPA, attorney, and tax advisor, I streamline the financial process, allowing you to focus on what really matters: family, faith, career, and personal passions.
When not serving clients, I enjoy golfing, grilling, and traveling with my lovely wife. We are blessed with two grown children and are actively involved in our community. I am committed to building long-term relationships founded on trust and transparency.
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.