Robert Pearson Email & Phone Number
Private Wealth Advisor @ Raymond James
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Robert Pearson Location
- Texas, United States
Robert Pearson Work
- 2019 -now Private Wealth Advisor @
- 2009 -2019 Senior Vice President - Senior Portfolio Management Director - Financial Advisor @
- 2001 -2009 Vice President - Investments and Financial Advisor @
- 1995 -2001 Financial Advisor @
Robert Pearson Education
- Professional 88719344 CFP Board
CERTIFIED FINANCIAL PLANNER™ (CERTIFIED FINANCIAL PLANNER™)
2023-2025 - Kansas State University
Bachelor of Science in Business Administration (Finance)
1991-1995
Robert Pearson Skills
- finance
- Retirement Planning
- Mutual Funds
- Securities
- Digital Strategy
- Investment Management
Robert Pearson Summary
- Robert Pearson, based in Texas, United States, is currently a Private Wealth Advisor at Raymond James. Robert Pearson brings experience from previous roles at Morgan Stanley, UBS and Merrill Lynch. Robert Pearson holds a 2023 - 2025 CERTIFIED FINANCIAL PLANNER™ in CERTIFIED FINANCIAL PLANNER™ @ Professional 88719344 CFP Board. With a robust skill set that includes finance, Retirement Planning, Mutual Funds, Securities, Digital Strategy and more. Robert Pearson has 1 emails and 1 mobile phone numbers on RocketReach.
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