Darrell Roberts, CPA – President, 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 Conway – Senior Vice President of Operations and Communications
Background & Experience:
American Wealth Advisors, LLC
Senior Vice President of Operations and Communications, July 2019 - present
Vice President of Operations and Communications, January 2015 - July 2019
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 III – Vice President of Administration and Research
Background & Experience:
American Wealth Advisors, LLC
Vice President of Administration and Research, July 2019 - present
Office Manager, 2014 - July 2019
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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