Chip Roe, CFP
Principal and Vice President, Potter Financial Group
Chip Roe, CFP® is a Principal and Vice President of the Potter Financial Group, an independent, locally owned wealth management firm located in Durham, North Carolina. He is in his 3rd decade as a certified financial planner (TM) and specializes in retirement planning and helping clients convert a lifetime of work into a lifetime of income.
Chip is also active in his profession and community. He is a member of the Financial Planning Association and a past president of the Durham/Orange Estate Planning Council. He is also a current board member of the Exchange Club of Greater Durham and a graduate of the Leadership Durham Program.
Chip offers Securities and Investment Advisory Services through NFP Securities, Inc. (NFPSI), member FINRA/SIPC. Chip and The Potter Financial Group are members of the Fusion Advisor Network, an affiliate of NFPSI. Potter Financial Group and NFPSI are not affiliated.