Roy Elliott joined Lido in 2023. He has a passion for financial planning and recognizes the importance of a financial legacy and preparing the next generation for meaningful life changes. He has dedicated his career to financial and wealth management since 2001. Roy most recently was a wealth manager at First Republic Investment Management where he built strong relationships advising his clients and their families by building their financial plans. His prior experience has also included roles at Wells Fargo Advisors and Morgan Stanley.
Roy lives in San Diego where he enjoys surfing, swimming, camping, and spending time with his family. He is the Chair of Oncology and Kids, an organization that helps kids and families heal from the emotional scars of childhood cancer and provides a community in which they can learn to thrive.