Robert Estevez

Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 24 years of success supporting client financial goals through astute investment guidance. Strategic Financial Advisor with high-level financial acumen and in-depth knowledge of portfolio management. Works with clients to assess risk tolerance and strategize individualized wealth management plans. Meticulous investment professional with expertise in client education. Meticulous Financial Advisor with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. Commendable history of helping clients reach financial goals. Motivated professional offering knowledge in Finance. Adds value to any organization in need of great collaboration, interpersonal and multitasking abilities. Meets tight deadlines. Economics student with background in Finance. Strong technical proficiency with work history in Financial Markets. In-depth knowledge of Wealthstation coupled with risk management abilities. Proven history of performance in Portfolio Construction. Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 24 years of success supporting client financial goals through astute investment guidance.

• Series 7, Series 63, SIE License - 1998
• Proficient in Wealthstation, Microsoft Excel, Microsoft Word, Bloomberg Terminal & Services, Quodd