Dear Rollo Family,
I am pleased to announce Rollo’s latest venture, Rollo Wealth Management.
After careful consideration, Rollo has coordinated with Kingsview Wealth Partners, a nation-wide Registered Investment Advisory Firm, to recruit and license Wealth Managers in our markets. These advisors will offer Kingsview services under the DBA of Rollo Wealth Management, leveraging the well-known and established Rollo brand in their respective communities.
The leadership team believes it is our responsibility to add value and services that will help you build better, deeper, competitive-proof relationships. We believe this innovative relationship with Kingsview will do just that. This new partnership expands the Rollo mission of making the difference REAL, building on the services we now offer clients and while also bringing in additional client relationships. It will also allow the company to gain experience in the financial services industry as it applies to the property & casualty space.
Today, I would like to welcome Curtis Lacy, the first Wealth Manager to join this new venture. Curtis will be working out of first branch, located in the Rollo HQ in College Station, TX., and joins the firm from Wells Fargo, where he served as a financial advisor. Curtis brings nearly two decades of experience to Rollo Wealth Management, and I look forward to seeing how he and his clients prosper with this move.
You can welcome Curtis to the Rollo family by emailing him at firstname.lastname@example.org.
Thank you, and let’s make 2021 the best year yet!
-- Jackson Rollo