We Are
WRFA is a registered investment advisor firm, registered with the Securities and Exchange Commission. WRFA was established in 1998 by the partners of WebsterRogers LLP. WebsterRogers Financial Advisors, LLC provides investment and financial planning services to individuals and businesses.
The firm has two primary goals. The first is to educate clients on the tenets of modern portfolio theory and the prudence of this investment strategy. The second is to serve as the client’s investment advisor in structuring portfolios that match the client’s time horizon and tolerance for risk. We are dedicated to providing our clients with a level of service that always is indicative of our commitment to doing what is in the best interest of the client.
Frank M Rogers IV
Buzz Rogers is the managing member of WebsterRogers Financial Advisors, LLC. Mr. Rogers is a CPA, and has been practicing for more than 35 years, specializing in tax, estate planning, and wealth management for individuals and closely held businesses. He is a graduate of the University of South Carolina.
Linda P. Russell, CFP™
Mrs. Russell (pictured above) is the director of investment advisory services for WRFA. More than 15 years ago, she started her investment career with SmithBarney in Savannah, Ga. She was an investment advisor for Wachovia Bank until she joined WRFA in 1999. Mrs. Russell is a graduate of the University of Kentucky, and holds a master’s degree from Northern Illinois University. She is a CERTIFIED FINANCIAL PLANNER™.
