Linda Roberts

Regional Manager

12
YEARS AT CAG
14
YEARS AT CAG
14
YEARS AT CAG

Meet Linda.

Linda Roberts is the Regional Manager for the Florida branch of Citizen Advisory Group. She joined the firm in 2009.

As a single mom, Linda knows the importance of budgeting, saving, and investing for her family’s future. She is committed to teaching those concepts in a simple, clear, and concise manner. She believes in helping her clients build, grow, and keep their wealth, and her primary focus is on assisting them with planning to achieve their goals. Linda works with all generations and believes that you can never be too young—or too old—to start saving for the future.

Linda has her Series 65 license and is an Investment Advisor Representative and a licensed insurance professional.

Favorite Things


Food: Pizza (stuffed crust only please)
Movie: The Irishman (She’s a big Scorsese fan)
Book: Fahrenheit 451 (Couldn’t put in down in HS)
Dog: Daisy, her Golden Retriever (pictured here)
Quote: “Life isn’t about finding yourself. Life is about creating yourself.” (George Bernard Shaw)