Robert White
Stuart,FL
Summary
Results-driven Vice President of Investments with a proven track record in client relationship management, generating $635k in fees. Expertise in developing tailored financial strategies and conducting in-depth investment analysis.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Vice President- Investments
JP Morgan Wealth Management
Stuart, FL
11.2020 - Current
- Facilitated client meetings with comprehensive investment strategy planning with 200 households.
- Developed financial plans and strategies tailored to clients' individual needs.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Generated 635k in fees in 2025 as the lead advisor.
Private Banker
Wells Fargo
Vero Beach , FL
03.2017 - 10.2020
- Collaborated with investment teams to assess client portfolios and strategies.
- Managed client relationships to ensure satisfaction and trust in services offered.
- Educated clients on banking products, services, and investment opportunities.
Education
Bachelor of Science - Economics
Florida Southern College
Lakeland, FL05-2016
Skills
- investment analysis
- financial planning
- portfolio management
- client relationship management
- market research
- economic analysis
Certification
Series 7 & 66
Timeline
Vice President- Investments
JP Morgan Wealth Management
11.2020 - Current
Private Banker
Wells Fargo
03.2017 - 10.2020
Bachelor of Science - Economics
Florida Southern College