Roland SalmiMBA, AIF® Retirement Account Executive

About:

As a Retirement Account Executive, Roland specializes in plan design
consulting, investment analysis, compliance and fiduciary governance, and
employee engagement and education.

Experience:

With 10+ years of experience, Roland works with plan sponsors to design plans that focus on preparing their employees for retirement on their terms. He works closely with the plan sponsor to drive employee engagement through targeted communications, and by holding group and individualized education meetings with plan participants. Roland brings experience working in both the financial industry and the qualified retirement plan industry.

Prior to Lawley, he was a private wealth financial advisor at Morgan Stanley and a retirement plan analyst at OneDigital.

Accreditations:

Roland holds FINRA Series 65 License, a NYS Life, Accident, and Health License,
and is an Accredited Investment Fiduciary®.

Education:

Roland earned an associates and bachelors degree from Elmira College and
masters in business administration from St. Bonaventure University.