Meet Your Calvert Regional Wholesaler

Mid-Atlantic Region

Wholesaler photo

Tacy Paul Roby

Regional Vice President
Mid-Atlantic Region
Calvert Investment Distributors, Inc.

Tacy Paul Roby, CFP, has been a member of Calvert’s experienced team of wholesalers since 2013. Ms. Roby first joined Calvert Investment Distributors, Inc. as a member of the marketing team in 2003. Prior to joining Calvert, she served as a financial advisor with Prudential Securities and Chevy Chase Financial Services. Ms. Roby has served on the board of Financial Planning Association-National Capital Area chapter since 2010. She holds a B.A. in history with distinction from the University of Michigan and an M.A. in international relations from Johns Hopkins University Nitze School of Advanced International Studies (SAIS). Ms. Roby also holds the Series 7 and Series 63 licenses.

Contact information

Tacy Paul Roby
Regional Vice President
Mid-Atlantic Region
Calvert Investments
4550 Montgomery Avenue
Bethesda, Maryland 20814

Tacy.Paul.Roby@calvert.com
1.800.368.2750
301.951.4800 x71662
301.654.7820 (fax)

Special Expertise

Business-building sales and marketing ideas:

  • Practical seminars for financial service professionals
  • Engaging client presentations
  • Joint client conferences, in person or by phone
  • Effective sales-support materials

Licenses and Designations

  • FINRA Series 7
  • FINRA Series 63
  • Certified Financial Planner (CFP)

Community Involvement

Serves on the board of the Financial Planning Association-National Capital Area Chapter

Internal Sales Consultant,
Mid-Atlantic Region

Open
Internal Sales Consultant
800.368.2750
301.951.4800 x71662
Keon.Scott@Calvert.com

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

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