Placeholder image for advisor

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

205 N Central Ave

Staunton, VA 24401-3310

About me

Background

As a Managing Director with more than 40 years of investment experience, I appreciate that accumulating savings requires discipline and hard work. My job as a Financial Advisor is to provide clients with solid advice that will help protect their savings while earning competitive returns. I’m committed to providing financial advice that places the client’s interests first, with the highest level of integrity and professional service. I know that every client is unique, which is why I use a disciplined, conservative approach that seeks to grow assets and minimize risk with plans that are tailored to help meet their individual objectives. 

I joined Truist’s predecessor firm, BB&T Scott & Stringfellow, in 1976 after working for my family’s business and as a CPA in Winchester, VA.

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

I earned a Bachelor’s in Business and Accounting from Bridgewater College. I’m a past board member of the Historic Staunton Foundation, Woodrow Wilson Presidential Library Foundation, and the American Shakespeare Center. I’m also an endowment trustee of the Staunton Family YMCA, a community advisor board member for the Heifetz International Music Institute, a member of the Covenant Presbyterian Church and endowment committee member, and a member of the Staunton Rotary Club.

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

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}