Robert Roberti Email and Phone Number

I construct customized investment portfolio strategies using a value based, cash flow and fundamental methodology. I use hand picked, individual securities and bonds along with specific financial products to help toward meeting targeted financial needs of clients. Products are used in areas when they are more efficient. Experienced in relationship building, asset allocation, investment manager selection, financial planning software and implementation. Expertise in areas/asset classes including equities, emerging markets, fixed income, municipal bonds, mortgage-backed securities, asset-backed securities.I also have extensive local government experience as the former chair of the Frisco Planning and Zoning Commission and the current presiding officer of the VTRAC advisory committee to the Texas Department of Motor Vehicles.Please contact me by e-mail bobbyroberti22@gmail.comThis information is intended for use only by residents of Arizona, California, Florida, Hawaii, Maryland, Michigan, Nevada, Rhode Island, Texas, and Virginia only.Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/socialCAR-0822-00056/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social