Grace Roakes
Client Services Manager
- 704.926.9800
- 704.926.9926
- grace.roakes@cygnusam.com
Grace Roakes is a graduate of Charlotte Latin School and holds a Bachelor of Science degree in Elementary Education from Appalachian State University. She began her career in the securities industry at Morgan Keegan in 2003 and was instrumental in the successful transition of our clientele when we founded Cygnus in 2009. Grace is a Notary Public and her responsibilities include client communications, account documentation, cashiering, and scheduling. She likes spending time with her family and going to the beach as often as possible.
Who We Are
At the heart of any organization are its people, and we are extremely proud of our team. We are a diverse group of individuals yet share common values and a shared commitment to our clients and to our community.
We are also a credentialed team, and all employees are encouraged to undertake educational training to maintain and enhance their professional skills.
What Makes Us Different
With thousands of advisors to choose from, it’s important that you select a competent and experienced partner with whom you are comfortable, who will be accountable to you and who holds themselves up to the highest ethical standards.
We always strive to exceed expectations, allowing clients the freedom to enjoy life, family and friends.
How We Help You
We help clients through our disciplined investment approach and tailored financial planning services.
Our services are personalized to the individual needs of each client. Financial planning combined with portfolio management services can help clients meet long-term financial goals and improve the quality of their and their family’s lives.