William G. (Bill) Roll III
President, Founder
A graduate of Denison University, Granville, Ohio in 1984 (BA-Economics) Mr. Roll then attended Oxford University receiving a Graduate Diploma in Politics, Philosophy and Economics in 1986.
He began his professional career in 1987 as a financial advisor with Wall Street-based Drexel Burnham Lambert. There he established a book of individual investors and professional money managers focusing primarily on equity-oriented trading and retirement planning. In 1992 he was appointed VP of Prudential Securities.
In 1994 Mr. Roll leveraged his financial marketplace experience accepting an offer to join AMEX listed Top Source Technologies as Director of Investor Relations. This started an eight-year career leading exchange-listed companies toward improving values for shareholders, employees, and customers.
His most recent publicly-traded corporate appointment was VP overseeing human resources and corporate communications for NASDAQ listed ACTV, Inc. (purchased by Liberty Media in 2002). At ACTV, along with managing investor, employee, and media communications, he put in place an improved 401K. He also established a full slate of improved health benefits.
In 2004, Mr. Roll joined his former Drexel Burnham colleague Matthew M. Stroup as an independent financial and investment advisory representative.
With over 25 years of experience in working with retirement planning issues; from both the perspective of the corporation providing the 401K, and as a financial representative, Mr. Roll specializes in analyzing corporate retirement plan needs, matching those needs with best-of-breed providers implementing roll-outs, and working with individual participants and their families. His corporate experience adds a level of perspective not common to financial representatives.
Bill enjoys volunteering for not-for-profit organizations and serves on the Board of Trustees of the Putnam County Land Trust, one of the oldest land trusts in New York State, and is a volunteer soccer goalie coach to varsity high school teams in Putnam County, NY. Additionally he is an assistant Scout Master for the Boy Scouts of America, Brewster, NY - Troop 1. Originally from North Carolina, he is a resident of Patterson, NY where he lives with his wife Jenny and two kids.
Professional Licenses: NASD Series 7, 24, 66 (NY, NJ, CT, NC, PA, FL) and Life Insurance; Accident, Health or Sickness; Variable.