ChFC, CLU, CWS, CExP, CITRMS
Robert ( "Robbie" ) is focused on developing
and refining innovative techniques for enhancing and preserving wealth. A
Certified Wealth Strategist, Certified Business Exit Planner and Chartered
Financial Consultant, Robert holds Series 7, 24, 63 and 65 securities licenses
with Calton Securities, Inc., and is a Registered Principal and Investment
Advisor Representative with Integrated Investment Advisors.
Robbie has over three decades of experience delivering informed business advisory solutions and personal financial planning solutions to clients.