Robert Holton Email & Phone Number

Waukesha, Wi, Us

Responsible 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.

Toronto, Ca

Served 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.

Was 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.

Brookfield, Wi, Us

As 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.

Us

Consulted 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.

Masters Of Business, Business Administration

Bachelor’S Degree, English Language And Literature/Letters