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Atricia J. Roberts, CFP®Rockville

Atricia J. Roberts, CFP®
Rockville

COO & Partner

Atricia Roberts is passionate about educating others about the benefits of financial planning, especially those who have been historically underserved and underrepresented in the industry. A master of process and efficiency, Atricia’s role at Curo is Chief Operating Officer and Partner. She serves as lead advisor for Rockville clients, oversees the firm’s operations, and works in concert with Anne to manage the overall practice. Atricia’s role has evolved and expanded over her time with Curo and she is excited to provide comprehensive planning and education to clients. She expertly steers business planning efforts for the future of the practice, accelerating growth and development.

Atricia's career has spanned more than two decades as she started out in the early 2000s as a registered investment advisor in 2005 with Merrill Lynch. Her time at a wirehouse which was mostly focused on gathering assets, helped to formalize her belief that people are more than the assets they own and motivated her to pursue more human-focused work. After several years in the nonprofit industry, she rejoined the financial services sector in 2016. This led her to the opportunity with Bernard Wolfe & Associates which she joined in May of 2017.

A graduate of Florida State University, Atricia holds a B.S. in Multinational Business Operations as well as a M.A. in Global Strategic Communications from the University of Florida. She attained the CERTIFIED FINANCIAL PLANNER™ designation through George Mason University and has focused her career on helping clients reach their life goals.

Atricia was raised in Savannah, Georgia, and relocated to the mid-Atlantic region in 2015. If you're looking for restaurant recommendations, be sure to ask. She's an adventurous foodie always on the lookout for something new to try. An avid Formula 1 enthusiast, she loves to travel and has a goal of attending as many Grand Prix races as possible.