Robert Pearson Location
Texas, United States
Robert Pearson Work
- 2019 - now Private Wealth Advisor @ Raymond James
- 2009 - 2019 Senior Vice President - Senior Portfolio Management Director - Financial Advisor @ Morgan Stanley
- 2001 - 2009 Vice President - Investments and Financial Advisor @ UBS Group AG
- 1995 - 2001 Financial Advisor @ Merrill Lynch
Robert Pearson Education
- Professional 88719344 CFP Board
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™ @ 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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Top Raymond James Employees
-
Whitney Logan
Founder and President at Raymond James
Columbus, OH, US35 -
Ryan Jones
President and CEO at Raymond James
Denver, CO, US1 -
David Ammerman
CEO, Ammerman Wealth Management at Raymond James
Ponte Vedra Beach, FL, US11 -
Andrew Krempp
Chief Operating Officer - Raymond James Trust, N.A. at Raymond James
Saint Petersburg, FL, US24 -
Mercedes van Woerkom
COO and MD-Equity Research at Raymond James
Saint Petersburg, FL, US33 -
Catherine Haffner
President, Haffner Private Wealth at Raymond James
San Antonio, TX, US5+5+ -
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Ryan Smith
President at Raymond James
Oak Park, IL, US1 -
Al Caudullo
Chief Operating Officer - Asset Management Services at Raymond James
Florida, United States14 -
Aaron Gabriel
President at Raymond James
San Ramon, CA, US25+ -
Patrick Lynch
COO, Financial Services Investment Banking at Raymond James
San Francisco, CA, US25 -
Taylor Jordan
Chief Operating Officer, Healthcare Investment Banking at Raymond James
Saint Petersburg, FL, US22 -
Stephen Kruchten
President - Financial Institutions Division at Raymond James
Saint Petersburg, FL, US23 -
Michael Cox
President - Coastal Bay Wealth Management; CFP, RJFS at Raymond James
New Port Richey, FL, US24 -
Doug Brigman
President, Asset Management Services at Raymond James
Saint Petersburg, FL, US24 -
Greg Bruce
President, RIA and Custody Services Division (RCS) at Raymond James
Saint Petersburg, FL, US34 -
Mike White
Chief Marketing Officer at Raymond James
Saint Petersburg, FL, US25+
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