Walter W. Roop, CLU

Walter W. Roop, CLU

Senior Wealth Advisor

My Story

Walter Roop is the principal of Roop Financial Services, Inc.  Walter received his undergraduate degree from the University of Memphis and the CHARTERED LIFE UNDERWRITER™ designation from The American College. 

Walter's focus is on portfolio construction, financial planning and wealth management for families in the highest tax brackets. In 1990, to advise his clients more independently, Walter launched Roop Financial Services, Inc.  He utilizes a repeatable, thoughtful process to determine the right strategy built on a comprehensive financial planning strategy combining professional multi-money manager talent with advisor experience.  He and his colleagues now serve high net worth and high-income clients and their families.

As an fiduciary for his advisory client relationships, Walter utilizes the LPL research and Model Wealth Portfolios (MWP) investment platform to build comprehensive investment strategies focused for his clients’ unique objectives, risk tolerance, timeline and goals. Walter provides his clients personal consultation, monitors their plan investment performance on an ongoing basis and leverages his knowledge of markets, asset allocation, and portfolio construction to help ensure the models are working for his clients. Walter believes in developing long-lasting relationships with his clients and acting as a valued guide through their ­financial journey. He is especially interested in engaging clients to help them plan for their retirement income and lifestyle protection.  

Walter's responsibilities as your advisor

  • Providing personal consultation and ongoing advice
  • Selecting appropriate managers and models, and combining them for the most optimal portfolio
  • Monitoring your plan, money managers and model performance on an ongoing basis
  • leveraging my knowledge of markets, asset allocation, and portfolio construction to ensure the managers and models we use are working for you.
  • Reporting performance

Outside of work, Walter's family is his heart and passion. He grew up in Memphis and now resides in Germantown, TN with his wife Cindy. They have a small farm in Hernando, MS where his family spends as much time as they can enjoying the outdoors, growing blueberries, blackberries, and apples. Walter and Cindy have been blessed with 2 children.

THE STATS

BBA from University of Memphis

FINRA License: 6,63, 65 and 7 held with LPL Financial

Advisor since 1990

Learn more about Walter 

In 2017, I lost both of my parents within a few months of one another. As a result of this, I learned first-hand the necessity of estate planning. Later that year, my mother-in-law suffered a stroke causing the need for long term care. While assisting her in finding the best options for her home care and later, facility care, she was able to receive the best care for her and her circumstances. Fortunately, her long-term care policy protected her assets from spend down, I’m grateful that I was able to advise my family during these life altering situations. This is what financial advisor professionals do. We show up, lean in, listen, plan together, and often laugh and cry together. We don't just offer investment advice or even wisdom, but most importantly, we offer ourselves. 

What are your hobbies?
I've been passionate about farming since my teenage years while helping my grandfather on his farm. I'm also a road cyclist, fierce book reader and avid fly-fisherman. My highest calling is being Dad to my son, Tyler, and daughter, Olivia, and proud husband to Cindy.

What's your most useful skill outside of financial planning?
Gowing and building things. I enjoy growing blueberries, blackberries, muscadines, apples and harvesting honey from my 3 beehives. The farm has taught me the value of discipline and patience. Farming also helps me appreciate my office more after returning from farming on the weekend.

What's are interesting fun facts about yourself?
I’ve completed a century bike ride and several Triathlons back in my early days. My mother was an artist. Because of her love for art passed down to me, she instilled in me the love for drawings. I’ve done a few pencil portraits but feel like my God given talents are finance and investments.