Meet the President

          Priscilla Lee Roach, CRPC

Nominated “Who’s Who of Financial Advisors” by her clients, Priscilla Lee Roach has over 35 years of experience in financial management.  Ninety percent of her business comes from client referrals.  She currently serves as a Branch Manager of Securities Service Network, Inc., and owner of PLR Investment Services.   Priscilla is a Charted Retirement Planning Counselor certified by the College for Financial Planning.  Priscilla graduated from The Ohio State University as the first female minority Pacesetter Scholar.  Priscilla tutored the infamous Woody Hayes and other Rose Bowl championship Buckeye players in math, accounting, economic, and finance during her years at The Ohio State University.

Priscilla along with three other partners established Applied Capital Investment Advisory and two wholly owned subsidiaries; a broker dealer and Estate Builders limited partnership with investment assets for professional athletes and entertainers due to the expertise trustworthy reputation Priscilla had established tutoring. Three years after graduating from OSU her firm had over $50 million under management.

After relocating to the Washington, DC area she managed and developed the investment and managerial accounting division of a multi-billion dollar financial institution and obtained the prestigious award for “Managerial Excellence” for her technological advancements and skill in developing her staff.

Her most recent professional accomplishments were being named a 2014 Star Performer of Jackson National Life Insurance Company.  In 2009, she became a member of the Master’s Council for Retirement Planning with Prudential.  She is as a member of the Million Dollar Round Table and a member of the President’s Club for Allianz Life Insurance Company of North America for her extraordinary achievements in 2007 and 2008.

Priscilla, a former math teacher, strives to educate her clients through on-going seminars and workshops.  Licensed in securities, life & health insurance Priscilla Roach covers all six areas of financial planning specializing in retirement and estate planning.

She is the wife of a pastor which enables her to play an integral role in her community as well as conduct mission work abroad.  At her local church you can find Priscilla singing in many of the choirs as well as teaching the children in Bible study.  She’s served as the international treasurer and secretary of the NBLC nonprofit organization.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck