Robert Holton Email and Phone Number
Robert Holton work email
- Valid
- Valid
Robert Holton personal email
Robert Holton phone numbers
I am second generation in a family that has bought or built over two dozen companies in various industries and of greatly varied sizes. I cannot imagine a more impactful education on the power and pitfalls of family owned businesses. The insight and emotions those experiences generated now fuel my passion for helping families maximize the impact of their wealth for generations to come.Earned my MBA from Marquette University and hold Series 7 and 66 licenses. Past president of the Milwaukee Estate Planning Forum. Frequently write and speak on topics surrounding successful families in business.Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.R&R Wealth Management LLCN14 W23900 Stone Ridge DriveWaukesha, WI 53188(262) 696-5167
R&R Wealth Management, Llc
View-
Vice President Of Wealth ManagementR&R Wealth Management, Llc Jul 2022 - PresentWaukesha, Wi, UsResponsible for the leadership of this boutique wealth management, part of the R&R Insurance family of companies. Provide strategic direction to brand our offering, hire, train, and retain appropriate personnel and identify new opportunities to met growth objectives, while above all, providing superior service to our clients.Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
-
Private Wealth - DirectorBmo Private Banking May 2017 - Jul 2022Toronto, CaServed as lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Working closely with clients to gain a complete understanding of their unique goals, I then engage a Client Strategy Team to create a constantly evolving financial plan and execution strategy to meet those client goals. -
Vice President - Private Client GroupCleary Gull Advisors, A Johnson Financial Group Company May 2014 - May 2017Was responsible for discovering and assisting clients within the Private Client Group of the Wealth Management practice, which provides financial services to affluent individuals and families. The Wealth Management practice provided a unique, comprehensive approach including life-goal setting and prioritization, asset allocation design, investment manager research and due diligence, investment portfolio construction and ongoing financial, investment and estate review and consultation.
-
Vice PresidentLa Bri Group Jun 2009 - May 2014Brookfield, Wi, UsAs a securities and insurance licensed financial advisor, handle the full spectrum of client wealth management services, with an emphasis on portfolio design and a passion for private equity opportunities. Involved in private equity opportunities since 2000, formerly as a partner in a boutique search firm providing professional services to privately held firms. -
Vice PresidentTrinity Staffing Group Feb 1997 - Jul 2009UsConsulted with small and mid-market companies to develop talent acquisition strategies needed for growth. Provided operational leadership to the sales and recruiting personnel to meet client needs, including service in three major market verticals - professional services, healthcare, and manufacturing. Also responsible for overseeing the development of marketing message and re-branding campaign.
Robert Holton Skills
Robert Holton Education Details
-
Marquette UniversityBusiness Administration -
University Of MinnesotaEnglish Language And Literature/Letters
Frequently Asked Questions about Robert Holton
What company does Robert Holton work for?
Robert Holton works for R&r Wealth Management, Llc
What is Robert Holton's role at the current company?
Robert Holton's current role is Helping families maximize the impact of their business and their wealth..
What is Robert Holton's email address?
Robert Holton's email address is rh****@****ull.com
What is Robert Holton's direct phone number?
Robert Holton's direct phone number is +141455*****
What schools did Robert Holton attend?
Robert Holton attended Marquette University, University Of Minnesota.
What are some of Robert Holton's interests?
Robert Holton has interest in Economic Empowerment.
What skills is Robert Holton known for?
Robert Holton has skills like Strategic Financial Planning, Strategic Financial, Licensed Life Insurance, Risk Management, Finra Series 7, Services, Financial Services, Wealth Management, Licensed Life Insurance Agent In Wi, Wealth Management Services.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial