Roy C. Jerrolds, CFF, brings a wealth of experience and a steadfast commitment to excellence as a Private Wealth Advisor. Rooted in the values instilled during his 7.5-year tenure in the U.S. Marine Corps, Roy seamlessly transitioned from the loans industry to advisory services in 2001, driven by a genuine desire to empower individuals and families in achieving their financial goals.

His dedicated approach to wealth management is evident in his meticulous attention to detail and expertise in technical analysis and risk management. Drawing inspiration from the dynamic financial markets, Roy developed a refined market timing process aiming to achieve returns adequate to his client’s risk profile despite constant market fluctuations. He created this specific process over a 3-year period through technical analyses to assess when the market is overbought and oversold. This process allows him to prevent his clients from having larger swings in their portfolio, as he continuously repositions his clients equity during difficult market periods to achieve adequate capital preservation. Committed to delivering top-tier financial planning and expert risk management, Roy prioritizes his clients' financial well-being above all else.

In 2018, Roy created Berean Wealth Management under LPL Financial, where he further honed his skills and elevated service standards within private wealth management. Since 2023, as an integral member of Element Wealth Management, Roy remains steadfast in prioritizing personalized strategies tailored to each client’s unique circumstances, navigating the complexities of wealth management with clarity and precision.

Outside of his work, Roy is dedicated to his community and family. Together with his wife and five children, he participates in initiatives within Brentwood, finding joy in contributing to their local area. A lover of automotive craftsmanship, Roy and his family bond over restoring and customizing cars, creating meaningful shared moments.