Nurturing your
personal vision of
A WELL-EARNED RETIREMENT

Roger Fakes
Trust Consultant for our region Raymond James Home Office

Roger Fakes serves as first vice president for the Southwest Region of Raymond James Trust and has over 16 years of industry experience. Prior to joining Raymond James Trust, Roger worked at Morgan Keegan, where he provided comprehensive wealth solutions to his high-net-worth clients as a financial advisor. For the eight years prior, he served as a trust officer for both Regions Morgan Keegan Trust and SunTrust, ultimately serving as senior trust officer in the Memphis office.

He received his bachelor’s degree from Washington and Lee University and his law degree from the University of Memphis. Roger holds the Certified Investment Management Analyst (CIMA®) designation and is an honors graduate of Cannon Financial Institute Personal Trust School.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.

Professionalism is a key to perfectionism.
Yogesh Chauhan