Robert Holton Email & Phone Number
Vice President of Wealth Management @ R&R Wealth Management, LLC
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Robert Holton Location
- Milwaukee, WI, US
Robert Holton Work
- Vice President of Wealth Management @ (July 2022 - Present)
- Private Wealth - Director @ (May 2017 - July 2022)
- Vice President - Private Client Group @ Cleary Gull Advisors, a Johnson Financial Group Company (May 2014 - May 2017)
- Vice President @ (June 2009 - May 2014)
- Vice President @ (February 1997 - July 2009)
Robert Holton Education
- Marquette University
Masters of Business (Business Administration)
2003-2005 - University of Minnesota-Twin Cities
Bachelor’s Degree (English Language and Literature/Letters)
1989-1994
Robert Holton Skills
- FINRA series 7, 63, 65
- Licensed Life Insurance Agent in WI, IL, MN
- Strategic Financial Planning
- Risk Management
- Financial Services
- Wealth Management Services
- Strategic Financial
- Licensed Life Insurance
- Finra Series 7
- Services
- Wealth Management
- Licensed Life Insurance Agent In Wi
Robert Holton Summary
- Robert Holton, based in Milwaukee, WI, US, is currently a Vice President of Wealth Management at R&R Wealth Management, LLC. Robert Holton brings experience from previous roles at BMO Private Banking, Cleary Gull Advisors, a Johnson Financial Group Company, La Bri Group and Trinity Staffing Group. Robert Holton holds a 2003 - 2005 Masters of Business in Business Administration @ Marquette University. With a robust skill set that includes FINRA series 7, 63, 65, Licensed Life Insurance Agent in WI, IL, MN, Strategic Financial Planning, Risk Management, Financial Services and more. Robert Holton has 2 emails and 2 mobile phone numbers on RocketReach.
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