Roger Moulton, CFP®, MS Financial Planning

Financial Planner

Financial services professional with more than 40 years of experience across wealth management, financial planning, advisor support, and professional reference sales.

Began his career at Merrill Lynch, Pierce, Fenner & Smith, where he served in multiple roles from 1982 to 1994, including Sales Assistant, Municipal Bond Coordinator for New England, Financial Consultant, and Office Manager to a Senior Broker.

Former sales professional with Warren, Gorham & Lamont, where he worked with professional reference materials from 1995 to 1999.

Earned a Master of Financial Planning from Bentley University’s McCallum School of Business in 2000.

Held financial services roles with Tanager Financial Services, Caliber, and Wells Fargo Wealth from 2000 to 2011, continuing with the same advisory entity through various ownership arrangements.

Former AVP – Financial Planning Consultant at LPL Financial, where he served from 2012 to 2025.