Get to know Roger Bonner
Certified Estate Planner
Roger’s mission is to tailor clients’ financial plans to their unique needs, helping them reach their retirement dreams and develop income streams that can’t be outlived and won’t be taxed unnecessarily.
Roger began working for Graham Capital Advisors in 2014 after previously working in management throughout the southeast region of the United States and in the Caribbean. As a Certified Estate Planner, he helps retirees and pre-retirees understand their investments and implement financial strategies. He also monitors financial plans and keeps clients informed of recent developments.
“There is no greater satisfaction in what I do at Graham Capital than seeing the reaction of a client when we complete a financial plan and the point when they smile because they realize it is going to help them achieve — and very often exceed — their expectations,” Roger says. “Clients are more than clients with me, and many have become friends over the years, and that is the icing on the cake.”
Roger attended college in northeast Ohio and later at the University of South Florida after moving to the Sunshine State. In addition to being a member of the National Institute of Certified Estate Planners, Roger is a Certified Financial Fiduciary®. He also is affiliated with Samaritan Services, which provides a variety of free assistance to seniors.
When he isn’t helping clients, Roger enjoys honing his skills as an amateur videographer, particularly while spending time with family during the holiday seasons. He and his wife moved to the Sanford, Florida, area in 2020.