Roy Bechtold is a Financial Advisor at Raymond James and a retired Marine Raider with more than 20 years of service in the United States Marine Corps.

Throughout his military career, Roy led teams in high-pressure environments around the world, where preparation, trust, and decisive leadership weren't just valuable, they were essential. Today, he brings those same principles to his work helping business owners navigate growth, succession planning, and long-term financial decisions.

In this episode, we explore:

• Why trust is the foundation of effective leadership.
• How preparation and contingency planning help teams perform under pressure.
• The leadership lessons Roy carried from military service into working with business owners.
• The challenges of transitioning from military service to civilian life.
• Why planning ahead is critical for business growth, succession, and exit planning.

Roy Bechtold, MBA, AAMS, CEPA | LinkedIn

Roy Bechtold - Wilmington, NC