Office Phone: 765.742.7366

Pierce Roe

Financial Advisor

Pierce has nearly a decade of experience in the financial services industry, most recently with Charles Schwab in Indianapolis, where he served as a stockbroker, training manager, and learning consultant. He is actively pursuing his CFP certification, reflecting his commitment to delivering comprehensive, client-centered financial planning.

His background includes executing complex investment transactions, providing clients with market analysis grounded in both fundamental and technical research, and developing training programs for brokers, people leaders, and specialty teams. His extensive knowledge of Schwab's platforms and operational processes is a natural asset as we continue to serve clients who maintain accounts at Charles Schwab.

Prior to Schwab, Pierce was a 2009 graduate of West Lafayette High School and a 2013 graduate of Purdue University. Pierce looks forward to working with clients to define their financial goals and building thoughtful, personalized strategies to help them achieve what matters most.