Roller Shipplett

Roller Shipplett Jr.
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

205 N Central Ave

Staunton, VA 24401-3310

Roller.Shipplett@Truist.com

Phone 540-886-2396

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About me

Background

Roller joined Truist’s predecessor firm, BB&T Scott & Stringfellow in 1976 after working for his family’s business and practicing as a CPA in Winchester, VA. Roller has always been fascinated by the stock market and made his first investment purchase as a college student. Roller truly enjoys building investment portfolios and sharing the reason for each security selected. He believes that if clients understand what they own and why they own it then they are less likely to react emotionally to market volatility and more likely to embrace different investment strategies presented.  

Investment Advisor Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s Degree in Business and Accounting
Bridgewater College 1971

Personal Interests

Roller is a past board member of the Historic Staunton Foundation, Woodrow Wilson Presidential Library Foundation, and the American Shakespeare Center.  He currently serves as a Trustee of the Staunton Augusta YMCA, is on the community advisory board for the Heifetz International Music Institute, is a member of the Staunton Rotary Club, and a member of Covenant Presbyterian Church where he also serves on the endowment committee.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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