Broker Check
Miranda Roy

Miranda Roy

Client Service Associate

Miranda brings over 10 years of experience in the employer sponsored retirement plan industry with CitiStreet and then ING as a Participant Service Center Representative, Service Center Supervisor, and 401(k) Plan Manager. Her substantial experience assisting participants, plan sponsors, trustees, and plan service providers positions her as a great resource for our clients and their employees.  She holds her Series 6 and Series 63 securities licenses.

In addition to her direct industry experience, Miranda also performed valuable human resource responsibilities at a non-profit facility located in New Gloucester, Maine which services adults with disabilities and special needs.