Robert brings more than two decades of investment management and financial planning experience in addressing the needs of high net worth families, entrepreneurs, and executives. He Joined Avdian Wealth Solutions in 2019. Prior to joining Avidian, Robert was a Senior Vice President of Investments and Senior Portfolio Manager at UBS Financial Services Inc for over 20 years.
Robert works with clients to develop personalized financial plans to achieve their goals for retirement, investment, business succession, and wealth-transfer planning. He offers a true family office experience by utilizing Avidian’s in-house team of credentialed financial planners, attorneys, tax professionals, and investment analysts to assist in all aspects of his clients’ financial lives.
Robert graduated from Baylor University with a bachelor of business administration degree in Finance and received his CERTIFIED FINANCIAL PLANNER™(CFP®) education from Rice University.
As part of his community involvement activities, Robert is involved in coaching youth sports, multiple missions that focus on adoption, church planting, Bible translation, and Angel Flight. He is also active at Christ Community Church in Houston.
Robert and his wife, Ronna, have two sons, Luke and Logan. Robert enjoys traveling with his family, spending time at their lake house in Carlton Landing, Oklahoma, and all things aviation.
We look forward
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!