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About Our Company
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Our Staff

Darrell Roberts, CPAPresident, Chief Investment Officer

 

Background & Experience:

 

E*Trade Financial
President; E*Trade Capital Management
President; E*Trade Insurance
Senior Vice President; E*Trade Financial


Mellon Bank/Dreyfus Investments
Executive Vice President


Fidelity Investments
Senior Vice President/Division Manager;

Fidelity Investment Institutional Services


Morgan Stanley
Financial Advisor


Coopers & Lybrand
Certified Public Accountant

 

 

Education:


Bentley College, Waltham Massachusetts
Bachelor of Science Degree in Accounting
Certified Public Accountant
Held Series 24, 7, 63 and Annuity and Insurance Licenses
Registered Investment Advisor


 

Email:

View Biography As PDF

 

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Meredith RobertsDirector of Communications

 

Background & Experience:

 

American Wealth Advisors, LLC
Intern, Summer 2008


 

 

Education:


University of Georgia, Athens, Georgia
2009 Magna Cum Laude graduate of Grady College of Journalism and Mass Communication

 

Email:

View Biography As PDF

 

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Andrea RobertsOffice Manager

 

Background & Experience:

 

American Wealth Advisors, LLC
Executive Office Manager


Fidelity Investments
Fidelity Institutional Services
Fidelity Brokerage Services
Fidelity Advisor Services


 

 

 

Education:


Regis College, Weston, Massachusetts
Bachelor of Arts Fine Arts and Secondary Education

 

Email:

View Biography As PDF

 

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