Robert Spears Email
Senior Wealth Advisor at Mariner @ Mariner Wealth Advisors
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Robert Spears Location
- Bentonville, AR, US
Robert Spears Work
- Senior Wealth Advisor at Mariner @ (July 2024 - Present)
- SVP-Director of Advanced Planning and Wealth Advisor Manager @ (February 2021 - December 2023)
- Senior Vice President and Regional Manager @ (June 2018 - February 2021)
- Kansas Region-Wealth Advisor, Individual Advisory Services @ (October 2013 - June 2018)
- Associate Director of Gift Planning @ (January 2012 - October 2013)
- Senior Vice President and Client Advisor @ (August 2006 - January 2012)
- Vice President and Private Client Advisor and Private Client Manager @ (April 2002 - August 2006)
- Vice President and Institutional Fiduciary Sales @ (December 1999 - April 2002)
- Assistant Vice President and Trust Business Development Officer @ (August 1996 - December 1999)
Robert Spears Education
- Exit Planning Institute
CEPA
2023-2023 - Cannon Financial Institute 1997-1998
- Kansas State University
Bachelor of Science (BS) (Public Relations, Advertising, and Applied Communication)
1989-1993
Robert Spears Skills
- 63 Licenses
- Account Management
- Annuities
- Asset Allocation
- Asset Management
- Broker-Dealer Compliance
- Business Development
- Business Development Programs
- Business Planning
- Business Relationship Management
- CTFA
- Client Communication
- Estate Planning
- Executive Management
- Financial Planning
- Financial Reporting
- Fundraising
- Group Presentations
- Higher Education
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Philanthropy
- Planned Giving
- Private Credit
- Public Speaking
- Retirement Planning
- Sales
- Sales Management
- Sales Operations
- Sales Processes
- Series 7
- Series 7 & 66, FINRA
- Succession Planning
- Team Management
- Territory Management
- Wealth Management
- Wealth Management Services
Robert Spears Summary
- Robert Spears, based in Bentonville, AR, US, is currently a Senior Wealth Advisor at Mariner at Mariner. Robert Spears brings experience from previous roles at Arvest Wealth Management, TIAA and Kansas State University Foundation. Robert Spears holds a 2023 - 2023 CEPA @ Exit Planning Institute. With a robust skill set that includes 63 Licenses, Account Management, Annuities, Asset Allocation, Asset Management and more. Robert Spears has 2 emails on RocketReach.
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