Roy Hamilton joined SageView in 2024 as an Associate Wealth Advisor in the firm’s Dallas office, working with Kyle Thompson’s team out of San Jose, CA supporting existing and prospective clients. Roy specializes in guiding clients through the entire financial planning process and helping individuals achieve their personal financial goals.
Prior to joining SageView, Roy worked in broker services for Charles Schwab and previously served in the United States Navy as a Supply Officer.
Roy received MBA from William and Mary in Williamsburg, VA.