Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Three generations in front yard

Roy Cashion III

Vice President–Wealth Management

Personal & Community

  • Four years served in the U.S. Navy
  • Member of Rotary International, Moriches, NY
  • Volunteer for various community projects
  • Volunteer at camp Pa-Qua-Tuck for mentally and physically challenged children
  • Member Hampton Bays Chamber of Commerce, Hampton Bays, NY
Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • MA
  • MD
  • NJ
  • NV
  • NY
  • PA
  • RI
  • TX

Education

  • B.A. Political Economics, Long Island University
  • Postgraduate, Secondary Education Credentials, Chapman University
8 Main Street
Southampton, NY 11968
  • (631) 287-5841

Email Me

Three generations in apple orchard

Turn possibilities into a plan

US equity market outlook

Mountain climbers on peak at sunrise

A leading global wealth manager

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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As of 06/30/2024

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