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Roain Saunders

Wealth Advisor

R Saunders



Roain started his career in the financial services industry in 2016 as an associate advisor at a comprehensive and tax planning wealth management firm in New York City. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Roain graduated from Alfred State – SUNY College of Technology with a bachelor’s degree in Human Services Management, where related areas of study include: psychology, behavior, counseling and business management. He went on to earn a Master of Science degree in Personal Financial Planning from Texas Tech University. Roain is passionate about serving others and helping them achieve their goals, so they can worry less and live a more fulfilling life.


1500 District Avenue

Burlington, Massachusetts 01803

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965 Post Road East

Westport, Connecticut 06880

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1 Bradley Road
Suite 902
Woodbridge, Connecticut 06525

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