Robert Brown,
CIMA®, AIF®
Financial Consultant
Truist Investment Services, Inc.
Financial Consultant
Truist Investment Services, Inc.
5128 Apache Plume Rd
Suite 340,
Fort Worth, TX 76109
About me
Background
Robert began his career in the financial services industry in 2016. He works with clients to create a personalized strategy that will guide their investment approach, and helps them implement and maintain those strategies to pursue their goals and aspirations. Robert earned his bachelor’s degree in business management and business marketing from Texas Tech University. Originally from Waco, Texas, Robert now resides in Aledo with his wife, Kayce, their son, Riley, and his miniature schnauzer, Milo. When he is away from the office, he enjoys attending sporting events, running, fishing and spending time with family and close friends.
Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck
Education
Business Administration, B.S
Texas Tech University
2013
Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Investment management
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
