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Roger Woodruff

Advisor at Strategic blueprint, LLC

Updated today

Location

Lewisburg, WV

Credentials

ChFC®, Series 63, Series 65

Industry experience

48 years

Client services

Based on Strategic blueprint, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Family office services

Location

Lewisburg, WV

Most active in

South Carolina · West Virginia

Work history

Strategic blueprint, LLC

2020 - Present (6 years)

Arbor Point Advisors

2017 - 2020 (3 years)

Securities America, inc.

2017 - 2020 (3 years)

Commonwealth Financial Services, LLC

2003 - 2020 (17 years)

LPL Financial, llc

2003 - 2017 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Evan M

Series 65

Maxwelton, WV

McClure Private Wealth, LLC

Evan Mc Clure is the managing member of McClure Private Wealth, LLC and holds a Series 65 designation. He has one year of industry experience, including prior roles at PwC and Education Consulting Team, LLC. He is also employed by West Virginia University, where he participates in research for their student-managed investment fund. McClure Private Wealth, LLC provides customized financial planning and portfolio management services to individuals, high-net-worth clients, non-profit organizations, and businesses. The firm uses a combination of fundamental, technical, quantitative, qualitative, and cyclical analysis to manage portfolios on a discretionary basis, employing both passive and active strategies across various asset classes.

Options & derivatives strategies College savings (529s, UTMA, etc.)

Michael S

Series 63, Series 66

White Sulphur Springs, WV

Merrill

Michael Shalhoup is a Senior Financial Advisor and the founding member of The Shalhoup Group at Merrill Lynch Wealth Management. He provides strategic financial recommendations tailored to individual client needs, focusing on all aspects of wealth management with a particular expertise in corporate stock award compensation. Michael's approach encompasses personal banking, financial strategy, estate planning, wealth transfer, insurance, educational planning, lending, and retirement lifestyle requirements. Michael holds a Bachelor of Arts degree in Economics from West Virginia University and has studied Finance and Economics at Bond University in Australia. He holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning and the Personal Investment Advisor (PIA) designation. His professional experience and credentials have been recognized through awards such as On Wall Street's "Top 40 Advisors Under 40" in 2018 and 2019 and Forbes' "Best-in-State Wealth Advisors" from 2018 through 2024. In addition to his advisory role, Michael serves on the West Virginia University Chambers College of Business & Economics Finance Advisory Council. His client focus areas include corporate benefits, executive compensation, divorce transition planning, socially responsible investing, and services tailored for sports and entertainment professionals. Outside of his professional activities, Michael enjoys adventure sports, boating, fishing, golfing, music, painting, photography, spending time with his family, and traveling.

Wealth management Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy Charitable giving & philanthropy Young Professionals
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Kathryn E

Series 66

Lewisburg, WV

Edward Jones

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Kimberly B

Series 66

Lewisburg, WV

Edward Jones

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