Mike Roberts Email & Phone Number
Senior Vice President @ Fortis Lux Financial
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Mike Roberts Location
- Destin, FL, US
Mike Roberts Work
- Society 1851 Member @ (April 2020 - Present)
- Senior Vice President @ (May 2018 - Present)
- Founder and Managing Partner @ (March 2015 - Present)
- Area VP @ (January 2009 - January 2015)
- Insurance and Risk Management Consulting @ AXA Equitable, Mass Mutual, Frank Crystal and Co. (January 1988 - January 2009)
Mike Roberts Education
- Hofstra University
Undergraduate (Business & Communications)
1978-1980
Mike Roberts Skills
- 401k
- Brokers
- Business Planning
- Consulting
- Deferred Compensation
- Disability Insurance
- Employee Benefits
- Estate Planning
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Group Benefits
- Health Insurance
- High Net Worth Individuals
- IRA's
- Insurance
- Insurance Planning
- Leadership
- Life Insurance
- Long Term Care Insurance
- Management
- Personal Finance
- Retirement
- Retirement Planning
- Risk Management
- Series 6
- Small Business
- Strategic Financial Planning
- Strategic Planning
- Succession Planning
- Term Life Insurance
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Transfer
- Working with Brokers
Mike Roberts Summary
- Mike Roberts, based in Destin, FL, US, is currently a Senior Vice President at Fortis Lux Financial. Mike Roberts brings experience from previous roles at MassMutual, CPT Wealth Strategies, Gallagher and AXA Equitable, Mass Mutual, Frank Crystal and Co.. Mike Roberts holds a 1978 - 1980 Undergraduate in Business & Communications @ Hofstra University. With a robust skill set that includes 401k, Brokers, Business Planning, Consulting, Deferred Compensation and more. Mike Roberts has 6 emails and 5 mobile phone numbers on RocketReach.
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