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CLEVELAND, May 16, 2024 ~ Lineweaver Wealth Advisors, a leading financial advisory firm, has recently announced the addition of Scott Roulston as their newest strategic advisor. With over 30 years of experience in the financial industry, Roulston brings a wealth of knowledge and insight to the company.
According to Jim Lineweaver, CFP®, AIF®, Founder and CEO of Lineweaver Wealth Advisors, the company is thrilled to have Roulston join their team. He stated, "Scott's deep experience and network will have a meaningful contribution to our growth strategy."
Prior to joining Lineweaver Wealth Advisors, Roulston served as the CEO of Roulston & Company, Inc., a registered investment adviser and broker-dealer which later became Fairport Wealth. In 2007, he successfully sold the firm and went on to hold management positions at MAI Capital Management (MAI) in Cleveland and Segall Bryant & Hamill in Chicago. He has also served on the boards of three public companies and several private companies. Additionally, he founded the Cleveland Chapter of the Private Directors Association where he currently serves as Co-President. Roulston is also an Advisory Partner at the Pritzker Organization in Chicago and an Advisory Board member of Wellspring Financial Advisors.
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Expressing his excitement about joining Lineweaver Wealth Advisors, Roulston shared, "I've had the pleasure of watching Jim Lineweaver grow his company since we met 20 years ago. I'm looking forward to working closely with Jim and his team as they continue to provide intelligent and independent financial advice to clients."
With Roulston's extensive experience and expertise in the financial industry, his addition to Lineweaver Wealth Advisors marks a significant milestone for the company as they continue to expand their services and provide top-notch financial advice to their clients.
According to Jim Lineweaver, CFP®, AIF®, Founder and CEO of Lineweaver Wealth Advisors, the company is thrilled to have Roulston join their team. He stated, "Scott's deep experience and network will have a meaningful contribution to our growth strategy."
Prior to joining Lineweaver Wealth Advisors, Roulston served as the CEO of Roulston & Company, Inc., a registered investment adviser and broker-dealer which later became Fairport Wealth. In 2007, he successfully sold the firm and went on to hold management positions at MAI Capital Management (MAI) in Cleveland and Segall Bryant & Hamill in Chicago. He has also served on the boards of three public companies and several private companies. Additionally, he founded the Cleveland Chapter of the Private Directors Association where he currently serves as Co-President. Roulston is also an Advisory Partner at the Pritzker Organization in Chicago and an Advisory Board member of Wellspring Financial Advisors.
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Expressing his excitement about joining Lineweaver Wealth Advisors, Roulston shared, "I've had the pleasure of watching Jim Lineweaver grow his company since we met 20 years ago. I'm looking forward to working closely with Jim and his team as they continue to provide intelligent and independent financial advice to clients."
With Roulston's extensive experience and expertise in the financial industry, his addition to Lineweaver Wealth Advisors marks a significant milestone for the company as they continue to expand their services and provide top-notch financial advice to their clients.
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