ADVISOR BIO

Robert K. David is a financial advisor with over 15 years of experience in the financial services industry. Robert has been with Morgan Stanley since June 2009, and has previously worked at CITIGROUP GLOBAL MARKETS INC. Robert has a strong track record of success in providing financial advice to a diverse range of clients. Robert is committed to building long-term relationships with clients and helping them achieve their financial goals.

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ADVISOR BIO

Robert Matthew Duerre is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been working in the financial services industry since 1999. Robert is a registered representative in Georgia and Texas. Robert is also registered as an investment advisor representative in Georgia and Texas. Robert has passed Series 63, Series 65, Series 66, and Series 7 exams. Robert has experience in financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Robert Wamweya is a financial advisor at Morgan Stanley. Robert has over 1 year of experience in the financial industry. Robert holds Series 63, Series 7TO, and SIE licenses and is registered in 53 states and the District of Columbia. Prior to joining Morgan Stanley, Robert worked at E*TRADE SECURITIES LLC. Robert is a specialist in asset allocation advice, financial planning, pension consulting, and educational seminars. Robert provides portfolio management services for businesses, individuals, and investment companies.

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ADVISOR BIO

Robert Earl Heightchew is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry for over 10 years and has a wide range of experience in securities and investment products. Robert Earl Heightchew is currently registered in 53 states and holds the Series 66, Series 7, and SIE licenses. He is committed to providing personalized financial advice to individuals, families, and businesses. Robert Earl Heightchew can assist with portfolio management, financial planning, and other investment-related services.

SPECIALIZATIONS

ADVISOR BIO

Robert Cade Archer is a registered representative with Park Avenue Securities LLC. Robert has been in the securities industry since 2023. Robert is licensed to provide investment advice in Georgia. Robert is also a licensed insurance agent. Robert's areas of expertise include financial planning and portfolio management.

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ADVISOR BIO

Robert Glenn Schwartz is a financial advisor registered with Raymond James & Associates, Inc. Robert has been in the industry since 1987 and holds the following licenses: Series 7, Series 30, Series 31, Series 63 and Series 65. Robert is registered in 12 states: California, District of Columbia, Florida, Georgia, New Jersey, North Carolina, Pennsylvania, Tennessee, Texas, and Washington. Robert also provides other financial services including financial planning and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Robert Butler is a financial advisor with Mariner Wealth. Robert has been in the financial services industry for over 7 years. Robert has a Series 66, Series 7, and SIE. Robert is also a Certified Financial Planner. Robert specializes in helping individuals, families, businesses, and institutions with their financial planning needs. Robert is committed to providing personalized financial advice and working with his clients to achieve their financial goals. Robert's previous experience includes working at Mercer Allied Company, L.P., Cedar Rowe Partners, and Mariner Wealth.

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ADVISOR BIO

Robert Leach is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with LPL Financial LLC and holds a variety of licenses and certifications, including Series 6, 7, 24, 51 and 66. Robert's experience includes previous employment with RAYMOND JAMES FINANCIAL SERVICES, INC., and SUNTRUST SECURITIES, INC. Robert provides financial planning, investment management, and consulting services to individuals, families, and businesses.

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ADVISOR BIO

Robert Louis Smith is an Investment Advisor Representative at Avantax Advisory Services. Robert has been in the industry since June 2011. Robert is registered with the state of Georgia. Avantax Advisory Services is a financial services firm with offices in Dallas, TX and Canton, GA. The firm provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. The firm has over 130,000 clients and over $41 billion in assets under management.

SPECIALIZATIONS

ADVISOR BIO

Robert Joseph Marmorato is a financial advisor with Morgan Stanley. Robert has been in the financial industry since January 13, 2011. Robert is registered with the state of Georgia. Robert is also registered as a registered representative of Morgan Stanley. Prior to joining Morgan Stanley, Robert was employed at MERCER ALLIED COMPANY, L.P.. Robert is a Series 66, Series 31, and Series 7 licensed professional. Robert is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS