About Roberta Head

A financial manager who combines the exacting standards you require with the personal touch you need.

Roberta Head is a Certified Management Accountant (CMA®), Certified Treasury Professional (CTP®), and Professional Daily Money Manager (PDMM®) serving individuals, families, and small businesses in the greater Atlanta area.

Roberta is a seasoned professional in personal finance and treasury management, with a wide variety of business experience gained over a long and productive banking career. Her organizational skills, meticulous attention to detail, proven integrity, and empathetic approach make her the ideal professional for managing your personal or small business finances.

“It gives me enormous personal satisfaction to learn what’s truly important to my clients, tailor the services I provide to best suit their particular situations, and know that I’m helping to relieve them of a huge source of stress and anxiety.”
- Roberta Head


Tenure of 26 combined years with Wachovia and Bank of America in finance, international, and treasury management.  Retired from Wachovia as Vice President in 2006.

The Westminster Schools, Atlanta.
Emory University, Atlanta:  BA and MBA

Professional Memberships
Institute of Management Accountants (IMA)
American Association of Daily Money Managers (AADMM)