Financial Advisor David Roessner in Oak Ridge

Office 706-254-5744
TF 800-598-9164
Email david.roessner@regions.com

David Roessner is a Financial Advisor in Oak Ridge, TN for Regions Investment Solutions. David Roessner will not only focus on solutions for your immediate needs, but also help you develop a comprehensive strategy to meet your long-term financial goals.

When it comes to your financial future, you need a trusted partner. One who understands your short-and long-term goals and can create a personalized strategy to achieve them. My aim is to help you get to where you want to go and make your journey toward financial success as easy as possible.

All of our investment plans are customized based upon:

Current financial situation
Long-term goals
Life insurance needs
Investing experience
Time horizon
Risk tolerance

Contact our Investment Solutions Group at 1-800-598-9164 or have a Financial Advisor contact you.

Regions Investment Solutions is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Regions Investment Solutions, 250 Riverchase Parkway East, Hoover, AL 35244. 1-800-598-9164.

Check the background of this investment professional on FINRA's BrokerCheck.

This communication is provided for educational and general marketing purposes only and should not be construed as a recommendation or suggestion as to the advisability of acquiring, holding or disposing of a particular investment, nor should it be construed as a suggestion or indication that the particular investment or investment course of action described herein is appropriate for any specific retirement investor. In providing this communication, Regions is not undertaking to provide impartial investment advice or to five advice in a fiduciary capacity.

Regions Investment Services, Inc. is a wholly owned subsidiary of Regions Bank, which is a subsidiary of Regions Financial Corporation.

Regions Investment Solutions is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC. Neither Cetera Investment Services, nor Cetera Investment Advisers is an affiliate of Regions Bank. Regions Investment Solutions, 250 Riverchase Parkway East, Hoover, AL 35244. 1 (800) 598-9168.