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Robert Takacs Email & Phone Number
Chief Investment Officer
at
Unity Financial Planning Group
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer
Location
Atlanta Metropolitan Area, United States, United States
Company size
Who is Robert Takacs? Overview
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Quick answer
Robert Takacs is listed as Chief Investment Officer at Unity Financial Planning Group, a company with 3 employees, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Robert Takacs.
Robert Takacs previously worked as Investment Advisor at San Blas Securities and Director - Investments at Oppenheimer & Co. Inc.. Robert Takacs holds Bachelor, History from Vanderbilt University.
Company email context
Email format at Unity Financial Planning Group
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{first}.{last}@morganstanley.com
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Profile bio
About Robert Takacs
I am licensed in the following States: GA, NC, NY, OH, SC, VA. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for information purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
Listed skills include Alternative Investments, Financial Advisory, Consulting, Europe, and 84 others.
Current workplace
Robert Takacs's current company
Company context helps verify the profile and gives searchers a useful next step.
Unity Financial Planning Group
10 roles
Robert Takacs work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Director - Investments
Feb 2020 - Sep 2022
Financial Advisor
Disclosures: © 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB.
Mar 2012 - Dec 2019
Defense And Aerospace Research Analyst
- Provided research and fundamental analysis, to include company valuation and recommendation of strategic business decisions, for 15 to 18 mid- to large-sized public companies in the Defense and Aerospace sector for SunTrust Robinson Humphrey institutional equity sales clients. In 2011, this research directly responsible for over $1,000,000 in sales.
Oct 2005 - Jan 2012
Investment Representative
Deutsche Bank Alex Brown
-Provided investment guidance and service to high net-worth individuals and Institutional/Corporate Accounts-Investment advice included guidance for individual stock transactions, professionally managed equity accounts, mutual funds, retirement plan services, debt instruments, and alternative investments-Responsible for the management of over $40 million.
Apr 2000 - Oct 2005
Financial Consultant
-Managed $20 million in assets for individual/corporate entities in over 250 individual accounts. Asset compounded annual growth rate of 170% -Investment advice included guidance for individual stock transactions, guided portfolio management, mutual funds, and debt instruments.-Top Tier Rookie Producer
Sep 1997 - Apr 2000
Captain, Force Recon
Usmc
-Led 18-man elite detachment responsible for deep reconnaissance and direct action missions for 2,500-man Marine Expeditionary Force. Responsible for all tactical and administrative issues.-Led detachment in non-combatant evacuation of Albania and Zaire-Responsible for maintenance, accountability and repair of next-generation operational equipment valued.
Feb 1995 - Aug 1997
Executive Officer
Usmc
-Responsible for administration and management of over 150 infantry Marines. Planned and supervised execution of all company training events. Supervised and advised junior officers in their duties as infantry platoon commanders
Nov 1994 - Feb 1995
Infantry Platoon Commander
Usmc
-Led 44-man platoon in tactical exercises and real world operations.-Led platoon in contingency operations in Somalia and Bosnia-Herzigovina-Selected as Covering Force Commander for Maritime Special Purpose Force for 26 MEU (Special Operations Capable)-One of top 3 out of 45 lieutenants in Battalion Landing Team
Jun 1992 - Nov 1994
1 education record
Robert Takacs education
FAQ
Frequently asked questions about Robert Takacs
Quick answers generated from the profile data available on this page.
What company does Robert Takacs work for?
Robert Takacs works for Unity Financial Planning Group.
What is Robert Takacs's role at Unity Financial Planning Group?
Robert Takacs is listed as Chief Investment Officer at Unity Financial Planning Group.
What is Robert Takacs's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Robert Takacs at Unity Financial Planning Group.
Where is Robert Takacs based?
Robert Takacs is based in Atlanta Metropolitan Area, United States, United States while working with Unity Financial Planning Group.
What companies has Robert Takacs worked for?
Robert Takacs has worked for Unity Financial Planning Group, San Blas Securities, Oppenheimer & Co. Inc., Morgan Stanley, and Suntrust Bank.
How can I contact Robert Takacs?
You can use AeroLeads to view verified contact signals for Robert Takacs at Unity Financial Planning Group, including work email, phone, and LinkedIn data when available.
What schools did Robert Takacs attend?
Robert Takacs holds Bachelor, History from Vanderbilt University.
What skills is Robert Takacs known for?
Robert Takacs is listed with skills including Alternative Investments, Financial Advisory, Consulting, Europe, Market, Fixed Annuities, Insurance, and Sales.
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