Robert E. Gill Email & Phone Number

Red Bank, NJ, US

Formally Gill Financial Group, LLC, EPIC Insurance Services, LLC is a premier financial services firm built to provide clients with exceptional services. Staffed with highly-qualified financial representatives, registered to handle investment assets and licensed to sell insurance, who have been working with individuals and businesses in the area for.

• Robert is a Blue Chip Circle Member which provides concierge services to each and every one of his clients. Robert's clients benefit from dedicated new business and underwriting teams and Blue Chip Services for our.
• Created and successfully executed a start-up business to own, operate, and manage an independent brokerage firm in the State of New Jersey to achieve financial profit and obtain the ability to offer job opportunities.
• Responsible for recruitment, training, and management of a team of Account Managers and staff administrators in a professional office environment that resulted in the acquisition of over 800 client portfolios
• Gained thorough experience and proven success as an entrepreneur and Financial Professional utilizing exceptional leadership and communication skills to keep a small business operation running smoothly
• Developed strategic alliances to expand financial service offerings to include protection products to comprehensively serve both family and business-owner marketsI am licensed to sell insurance in NJ, AL, AR, AK.

Atlanta, GA, US

Securities offered through J.P. Turner & Company, LLC. Member FINRA / SIPC (www.sipc.org)

• Successfully completed the FINRA General Securities Principal Qualification Exam (Series 24), mastering the rules and statutory provisions applicable to the management of a general securities broker-dealer
• Responsible for recruitment, training, and management of ten sales team members, helping to grow and develop the firm by acquiring 200 client stock portfolios
• Gained experience as a Registered Representative and Supervisory Manager, specializing in Stock Brokerage creating strong relationships with both staff and clients

• Gained knowledge of a full-service brokerage firm operations, products, and services specializing in the development of micro-companies to guide them towards financial stability
• Developed expertise as a Registered Representative and Stock Broker becoming proficient in the positioning of financial products such as Common and Preferred Stocks, U.S. Government, Municipal and Corporate Bonds.
• Offered customized and strategic investment strategies for business clientele, providing consultation regarding financial structure and capitalization of young companies

• Acquired a Series 7 General Securities Registered Representative License administered by FINRA becoming well-versed in investment risk, taxation, equity and debt instruments, packaged securities, options, retirement.
• Initiated outbound phone calls to offer financial products and services to clients, helping to maximize wealth through customized investment strategies

Education record

High School Diploma