Roger Clarkson brings more than 40 years of experience in investments, insurance, and banking to the
delivery of financial advice and solutions to his clients. A Certified Financial Planner, he is uniquely
qualified to help people better understand and navigate the world of personal finance. Using his
extensive experience in advising individuals, families, and business owners, he has built lasting client
relationships based on mutual value and respect. His specialty is breaking down complex issues and
developing a concise approach to address the concern.
Clarkson holds a BA degree from Bates College with an emphasis in history and economics. In addition
to the CFP ® designation, he holds the FINRA series 7, 24, 63 and 65 registrations through LPL Financial.
He is a licensed life and health insurance agent for New York and North Carolina.
Everyone can benefit from the services of a qualified, caring, committed Financial Advisor,” said
Clarkson. “Our focus on planning and client coaching provides a long‐term perspective that we think
services our clients in a much more meaningful way than if we build our relationships on things we can’t
control like market performance or timing.
A New York State native, Clarkson is a resident of Norwich, NY.