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Roy S
Series 66
Waycross, GA
Cape Investment Advisory, Inc.
Roy Smith Jr. is a financial advisor with Cape Investment Advisory, Inc. and American Global Wealth Management, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior work includes six years at Edward Jones and one year at Paragon Partners. Outside of advisory roles, he serves as a regional client manager supporting and educating defined contribution plan participants through ACCG’s retirement solutions. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers portfolio management, financial planning, and access to third-party asset managers, using a process that incorporates client objectives and risk tolerance with data-driven asset allocation strategies.
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