With over two decades of sales and service consulting experience, Jon-Paul Roy brings a strategic and fresh approach to client advocacy. In the rapidly changing world of financial services, he brings clarity to the products and technology with a comprehensive approach and understands what having a solid foundation in cash flow and protection can do to help clients financially and emotionally.
Joining Ashford Advisors in July 2019, Jon and his son Graham operate as a dynamic team. This father-son duo first partnered in 2018 and collaborate around a common client vision. The Roys focus on simplifying and prioritizing individualized roadmaps for families, professionals, and closely-help businesses.
Born in Windsor, Ontario Canada, Jon is a global traveler. He grew up in Fort Lauderdale, Florida, and spent two months post-college riding his bicycle over 1600 miles around the UK where he realized his love of travel. Blessed to visit many countries throughout his career, Jon appreciates the similarities we all share and our unique differences. Married longer than his sweet wife, Sally, will let him admit, the couple has raised two children, Caroline and Graham, in the Dunwoody area. In Jon’s spare time, he enjoys competitive league tennis and any warm or frozen water activities.
Education, Training, Memberships
- Furman University, Bachelors in Business & Computer Science
- Saint Martin in the Fields Episcopal Church
- Faith Fellowship Fitness (F3) Bootcamp, member & occasional drill leader
- ALTA Tennis, player & team captain
- Sales Enablement Society (SES)
Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Park Avenue Securities is a wholly owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.