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Robert is a Managing Director and Founder of Parkway Wealth Management Group. He takes a lead role in investment management for the group and focuses on financial planning for high-net worth individuals and families.
Robert obtained the title of senior portfolio director during his previous 15-year tenure at Morgan Stanley/Smith Barney and is often sought after as a mentor and asset manager by other professionals in the industry. With more than 20 years of planning and wealth management experience, he has significant knowledge in the areas of estate, portfolio, cash flow, retirement, business and family planning. Every year between 2019-2022, Robert has been named to the Barron’s Top 1,200 Financial Advisors* list. These lists recognize top financial advisers at national, independent, regional and bank broker-dealers from across the U.S.
A graduate of Texas A&M University with a bachelor’s degree in finance, Robert resides in Cross Roads, Texas, with his wife and their four children. He enjoys being active in their church and serving others through various mission projects.
*Source: Barron’s “Top 1,200 Financial Advisors,” March 2022. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,186 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.