Gareth Rogers

Financial Advisor at WhiteRock Wealth Design
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Fayetteville

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Experience

  • WhiteRock Wealth Design
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Apr 2021 - Present

      Fayetteville, Arkansas, United States Focused on creating and developing financial plans for individuals and families. Core competencies include: *Financial Planning *Retirement Planning *Education Planning *Banking & Lending Solutions For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James… Show more Focused on creating and developing financial plans for individuals and families. Core competencies include: *Financial Planning *Retirement Planning *Education Planning *Banking & Lending Solutions For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. WhiteRock Wealth Design is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Show less

  • Arvest Wealth Management
    • Investment Management
    • 100 - 200 Employee
    • Client Advisor
      • Dec 2019 - Apr 2021

      Pea Ridge, Arkansas, United States Created and maintained customized financial plans for individuals and families. Core competencies included: *Financial Planning *Investments *Financial Analysis *Estate Planning *High Net Worth Relationship Management *Banking & Lending Solutions

    • Client Advisor Assistant
      • Jul 2016 - Dec 2019

      Bella Vista, Arkansas, United States

  • Arvest Bank
    • United States
    • Banking
    • 1 - 100 Employee
    • Private Banking Specialist
      • Nov 2015 - Jul 2016

      Bentonville, Arkansas, United States

    • Financial Services Representative
      • Dec 2014 - Nov 2015

      Fayetteville, Arkansas, United States

    • Teller
      • May 2014 - Dec 2014

      Rogers, Arkansas, United States

Education

  • University of Arkansas
    Bachelor of Arts - BA, Communication, General

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