ADVISOR BIO

Robert Leo Kerch is a financial advisor with over 27 years of experience in the industry. Robert is currently registered with Equitable Advisors, LLC in Dallas, TX. Previously, Robert worked for First Dallas Securities Incorporated, Stanford Group Company, Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. Robert has a broad range of experience in the financial services industry and holds several licenses and designations. Robert specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Robert Sean Howard is a financial advisor in Dallas, Texas and is registered with LPL Financial LLC. Robert has been working in the financial services industry since June 7, 1993 and holds Series 6, 7, 63 and 65 licenses. Robert has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. His previous employers include Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Colonial Brokerage, Inc., UVEST Financial Services Group, Inc., Wachovia Securities, LLC, SouthTrust Securities, LLC, WM Financial Services, Inc., CUNA Brokerage Services, Inc., Offerman & Company, Compass Brokerage, Inc., Fidelity Brokerage Services, Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States.

SPECIALIZATIONS

ADVISOR BIO

Robert Scot Smith is an Investment Advisor Representative at Morgan Stanley, with over 30 years of experience in the financial industry. He is registered to provide advisory services in 40 states and the District of Columbia. Robert has a comprehensive understanding of investment strategies and financial planning, and provides personalized financial advice to individuals and families, pension plans, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Robert Giordano is a financial advisor with over 40 years of experience in the industry. He is currently registered with UBS Financial Services Inc., where he has been employed since 2020. Robert is licensed to provide investment advice and securities brokerage services in many states across the country. His previous employers include Donaldson, Lufkin & Jenrette Securities Corporation, UBS Securities Inc., and PaineWebber Incorporated. Robert is also a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Robert Robles is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 18 years of experience in the industry. Robert is registered in 53 states and holds a Series 66, 10, 9, 31, SIE and 7. Robert is a general partner and managing member of Kirby Operating and Holdings LLC, which is an operating LLC for his wife's exercise fitness business. Robert has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Robert provides portfolio management services, research reports, and IPS.

SPECIALIZATIONS

ADVISOR BIO

Robert Chester Albritton is a financial advisor who has been in the industry since 1986. Robert is currently registered with Prospera Financial Services, Inc., and has been with the firm since April of 2000. Prior to joining Prospera, Robert was registered with The Principal/Eppler, Guerin & Turner, Inc. in Dallas, Texas. Robert specializes in a number of areas including Financial Planning, Portfolio Management, and Pension Consulting. He has earned the Series 7, Series 99TO, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Robert James Debeer is a financial advisor in Dallas, TX, with over 38 years of experience in the financial services industry. Robert Debeer is currently registered with Stifel, Nicolaus & Company, Inc. and has also been previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Blinder, Robinson & Co.,INC. Robert Debeer has a wide range of experience in providing financial advice, including portfolio management, financial planning, and pension consulting. Robert Debeer has a strong commitment to providing his clients with the highest level of service and personalized attention.

SPECIALIZATIONS

ADVISOR BIO

Robert Cordiak is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with RBC Capital Markets, LLC, and has been with the firm since 2015. Previously, Robert was employed with J.P. Morgan Securities LLC and RBC Capital Markets Corporation. Robert is registered to provide securities and investment advisory services to individuals and businesses in multiple states.

SPECIALIZATIONS

ADVISOR BIO

Robert Ahern is an investment advisor representative at J.p. Morgan Securities LLC, based in Dallas, TX. Robert has been in the industry since 2023 and holds both Series 66 and Series 7TO securities licenses. Robert specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Robert Carlton Boronow is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm with over $149 billion in assets under management. Robert has been in the industry since 1983, and is registered with the state of Texas as both a securities agent and an investment advisor representative. Robert is a member of the Texas Neurofibromatosis Foundation and offers a range of financial services, including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisers.

SPECIALIZATIONS