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Darrell Roberts, CPAPresident, Chief Investment Officer

 

Background & Experience:

 

E*Trade Financial
President; E*Trade Capital Management
President; E*Trade Insurance
Senior Vice President, U.S. Retail Sales; E*Trade Financial


Mellon Bank/Dreyfus Investments
Executive Vice President/Division Manager


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


 

Email:

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Darrell Roberts is the Founder, President and Chief Investment Officer of American Wealth Advisors.  Mr. Roberts graduated from Bentley University in 1979 and became a Certified Public Accountant while employed at Coopers & Lybrand’s Boston office in 1982.  After leaving the accounting profession and joining the investment field, Darrell was employed at Fidelity Investments and eventually served at Fidelity as Senior Vice President/Division Manager for Fidelity Investments Institutional Services Company.  During several years in that role, Mr. Roberts and his team serviced thousands of financial advisors throughout the country from all channels in the investment industry, assisting them with product solutions to help them serve their clients.  When Darrell left Fidelity in 2002, FIIS’ asset levels at Fidelity had grown to more than $200 Billion.

 

Darrell began serving affluent retail clients directly at Morgan Stanley in 2002 and subsequently joined Mellon Bank/Dreyfus as Executive Vice President/Division Manager managing several distribution channels for Mellon/Dreyfus.  In 2006, Darrell joined E*TRADE Securities and served as President of E*TRADE Capital Management, President of E*TRADE Insurance and Senior Vice President of E*TRADE’s nation-wide sales initiatives where all registered advisors, branch managers and registered investment advisors at E*TRADE reported through Darrell and his management team. 

 

Darrell established American Wealth Advisors in 2007.  Clients benefit from direct access to Darrell and his team on a regular and ongoing basis as he utilizes his vast experience and comprehensive financial services industry knowledge to personally service American Wealth Advisor clients. As a Registered Investment Advisory firm, our fiduciary responsibilities to clients always take center stage.

 

Darrell is involved in several charitable endeavors and client focused organizations.


 

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Meredith Roberts ConwayVice President of Operations and Communications

 

Background & Experience:

 

American Wealth Advisors, LLC

Vice President of Operations and Communications, January 2015 - Present

Senior Director of Communications, August 2009 - January 2015

Intern, Summer 2008


 

Education:


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

 

Email:


 

 

 

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Darrell T. Roberts IIIOffice Manager

 

Background & Experience:

 

American Wealth Advisors, LLC
Office Manager, 2014 - present
Intern, June 2010 - 2014

 

 

Education:


Georgia State University, Atlanta, Georgia
2014 graduate, Bachelors of Business Administration, Actuarial Science

Passed Series 65, May 2015

 

Email:

 

 

 

 

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