Roger Shaffer , CIMA®, IMCA®, CPWA® | Managing Director

Roger Shaffer

Roger joined Hightower in 2013 as Managing Director.

Roger has 20 years of experience in the financial services industry. Prior to joining HighTower, Roger was a Senior Vice-President with SunTrust Investment Services, Inc. He began his career in financial services in 1993 when he joined Merrill Lynch as a Financial Advisor.

Roger holds the Certified Investment Management Analyst (CIMA®) designation. He is a member of Investment Management Consultants Association (IMCA®) where he holds a certificate in wealth management. Roger is also a Certified Private Wealth Advisor (CPWA®).

Roger received his Bachelor of Arts from the University of North Carolina.

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Forbes Best-In-State Wealth Advisors

2018, 2019 & 2020


Each state's list—determined by SHOOK Research—is based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, community involvement, client retention data, and revenue trends. To be considered, advisors must have a minimum of seven years' experience. The criteria do not include portfolio performance, due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

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