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Robert Shock Email & Phone Number
Partner
at
Trilogy Wealth Management
1 work email found
@trilogywm.com
2 phones found area 281
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Robert Shock? Overview
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Quick answer
Robert Shock is listed as Partner at Trilogy Wealth Management, based in Spring, Texas, United States. AeroLeads shows a work email signal at trilogywm.com, phone signal with area code 281, and a matched LinkedIn profile for Robert Shock.
Robert Shock previously worked as Registered Representative at United Planners Financial Services. Robert Shock holds Master Of Education, Psychology from Harding University.
Company email context
Email format at Trilogy Wealth Management
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{first}.{last}@trilogywm.com
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AeroLeads found 1 current-domain work email signal for Robert Shock. Compare company email patterns before reaching out.
Profile bio
About Robert Shock
TrilogyWealth Management represents our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties.Through the relationship with Independent Broker Dealer, United Planners, members of Trilogy Wealth are not restricted to proprietary products. Trilogy Wealth is free to draw on the wide variety of options available from a full range of high-quality investment and insurance companies to build individualized plans and programs for clients.
Listed skills include Retirement Planning, Mutual Funds, Wealth Management, Fixed Annuities, and 16 others.
Current workplace
Robert Shock's current company
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3 roles · 11 years
Robert Shock work experience
A career timeline built from the work history available for this profile.
Registered Representative
CurrentMy skills include retirement and estate planning, investment management, long-term care planning, and college funding. One of my areas of expertise is working with educators and staff who are retiring through the Teacher Retirement Services of Texas or TRS. I currently hold licenses in the states of Texas, Arkansas, Louisiana, and Arizona.
May 2008 - Present
Partner
Current
Trilogy Wealth Management
My company,Shock Financial Group, has recently merged to become Trilogy Wealth Management. We have offices in Spring, Bay City, and Sugar Land. I am a registered representative offering securities through United Planners Financial Services. Member FINRA, SIPC. Trilogy Wealth Management and United Planners are not affiliated.
2015 - Present
~11 yrs 4 mos
4 education records
Robert Shock education
Master Of Education, Psychology
Harding University
Bachelor Of Arts (B.A.), Physical Education Teaching And Coaching
Harding University
High School Diploma
Conway High School
Education record
Texas High School (Texarkana)
FAQ
Frequently asked questions about Robert Shock
Quick answers generated from the profile data available on this page.
What company does Robert Shock work for?
Robert Shock works for Trilogy Wealth Management.
What is Robert Shock's role at Trilogy Wealth Management?
Robert Shock is listed as Partner at Trilogy Wealth Management.
What is Robert Shock's email address?
AeroLeads has found 1 work email signal at @trilogywm.com for Robert Shock at Trilogy Wealth Management.
What is Robert Shock's phone number?
AeroLeads has found 2 phone signal(s) with area code 281 for Robert Shock at Trilogy Wealth Management.
Where is Robert Shock based?
Robert Shock is based in Spring, Texas, United States while working with Trilogy Wealth Management.
What companies has Robert Shock worked for?
Robert Shock has worked for Trilogy Wealth Management and United Planners Financial Services.
How can I contact Robert Shock?
You can use AeroLeads to view verified contact signals for Robert Shock at Trilogy Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Robert Shock attend?
Robert Shock holds Master Of Education, Psychology from Harding University.
What skills is Robert Shock known for?
Robert Shock is listed with skills including Retirement Planning, Mutual Funds, Wealth Management, Fixed Annuities, Finance, Estate Planning, Investment Management, and Long Term Care Planning.
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