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Michael Roe, CFP®, CRPS®

Mike Roe graduated from Purdue University with a B.S. in Economics (Honors). He retired from MorganStanley SmithBarney in 2009 after a 31-year career as a financial advisor. Mike most recently served as Director of the IU Health Arnett Foundation (March 2013). He teaches Ethics and Compliance in Financial Counseling and Planning, Customer Relations Management, Personal Finance and the Financial Industry Exam Prep course. Mike serves as the Program Director for the CFP® Degree Program at Purdue. Mike is the instructor for the Financial Counseling and Planning Internship and the Field Experience in Selling and Sales Management. He has also taught Consumer Investment and Savings Decisions and Consumer Behavior. Mike is passionate about helping students prepare for their careers and enjoys sharing with them his financial planning and wealth management experiences. He is a CFP® CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Plans SpecialistSM.