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😎 Robert Bailey Email & Phone Number

CEO and Founder Trusted Advisory and The Mavericks at TrustedAdvisory/Parallax
Location: West Palm Beach, Florida, United States 20 work roles 6 schools
1 work email found @trustedadvisory.com 2 phones found area 646 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email r****@trustedadvisory.com
Direct phone (646) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
CEO and Founder Trusted Advisory and The Mavericks
Location
West Palm Beach, Florida, United States

Who is 😎 Robert Bailey? Overview

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Quick answer

😎 Robert Bailey is listed as CEO and Founder Trusted Advisory and The Mavericks at TrustedAdvisory/Parallax, based in West Palm Beach, Florida, United States. AeroLeads shows a work email signal at trustedadvisory.com, phone signal with area code 646, and a matched LinkedIn profile for 😎 Robert Bailey.

😎 Robert Bailey previously worked as Guest columnist "Clarity..." in thought leadership to Wayne Canner's BestVersion Publications at Palm Beach Gardens Living, Abacoa & Alton Neighbors and CEO/Managing Partner at Trustedadvisory/Parallax And The Mavericks. 😎 Robert Bailey holds Certificate, Finance from The Wharton School.

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Email format at TrustedAdvisory/Parallax

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{first_initial}{last}@trustedadvisory.com
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AeroLeads found 1 current-domain work email signal for 😎 Robert Bailey. Compare company email patterns before reaching out.

Profile bio

About 😎 Robert Bailey

I’ve advised on financial marketing with leading institutional investment professionals. Today, I operate and facilitate a private line of advanced financial services. These professionals beat the majors in quality and effectiveness regularly. Why? Unlike corporate widget-guys, our members have skin in the game. Personal thumbnail: Founded the Surfrider Foundation Chapter NYC. Surfing? First-surf happened in 50Β° April ocean waves at 15 years old in Newport. Later in equally cold Pacific waters in Huntington Beach. Then, I was a field producer at Woodstock II in Saugerties, NY. (Amazing experience.) Today, in South Florida, I lead an unusually sharp and wise board of the Salvation Army of Palm Beach County as Advisory Board Chairman (commenced January 2023). WorkI have always believed I could do betterβ€”and enjoy life as the good Lord intendsβ€”and so too many people I know. I have worked with some of the best in Washington (DC), NYC, Newport, and now here. I've interviewed others on live radio and podcasts. StrengthsMy sweet spot is meetings that build connections. Making sales with leaders needs time. The biggest deal makers make time to learn from each other. °°The Better Objective: Learn about building a connection. Not connecting. Building a rapport over time. Like a barbell both parties should benefit mutually, financially and intellectually for the benefit of a third party. There's not a lot of point in discussing tax mitigation or accessing property strategies that crush or defer taxesβ€”if the client cannot imagine these. I need to bring added value and peace of mind to my clients that addressed employees and dependents first and then the owners dreams and wonderful life. ConvictionI put myself 'out there' from time to time. You are invited to listen to "What's the Point Live from Palm Beach" available on most podcast channels. My financial suspense novel and insider revelation is called: "The Plan: Running The Machine That Runs The World." Available on Amazon. https://amzn.to/2HuKw5GTeam's Core Services:βœ“πŸ“• Health insurance (the right stuff) βœ“πŸ“— Discuss your plan and known risks(busi/personal)βœ“πŸ“™ Provide access for you (your advisors, too) to professional specialists.βœ“πŸ“— Real estate buy/sell/modify the investmentβœ“πŸ“— Advanced use of life insuranceβœ“πŸ“— Compliment your estate and long term care.It starts in simple conversation.

Listed skills include Entrepreneurship, Strategy, Business Development, Business Planning, and 28 others.

Current workplace

😎 Robert Bailey's current company

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TrustedAdvisory/Parallax
Trustedadvisory/Parallax
CEO and Founder Trusted Advisory and The Mavericks
West Palm Beach, FL, US
AeroLeads page
20 roles · 47 years

😎 Robert Bailey work experience

A career timeline built from the work history available for this profile.

Guest Columnist "Clarity..." In Thought Leadership To Wayne Canner'S Bestversion Publications

Current
Palm Beach Gardens Living, Abacoa & Alton Neighbors

These thought leader articles will be incorporated into a book on clarity and why it is more powerful than any habit and into the return of What's the Point! PODCAST.

Jun 2024 - Present

Ceo/Managing Partner

Current
Trustedadvisory/Parallax And The Mavericks

Non-tradition solutions in a non-traditional world. Investment advisory and planned, tax-reduced financial security for affluent families and business owners.

Dec 2005 - Present

Host

Current

https://therobertbailey.podbean.com/The best interviews are conversations led by pros who listen...I have known well and personally a few great interviewersβ€”Larry King and Charlie Rose among them. And this is the ONE THING they did in interviews that made them great: They SHUT UP. They allowed the guest to speak. An interview guest has earned the time to.

Jan 2021 - Present

Ceo And Founder Trusted Advisory And The Mavericks

Current
Trustedadvisory/Parallax
Jul 2024 - Present

Managing Director

Current
Trusted Advisory Funding+Coaching

Life goes by quickly and it's not unusual for a successful person to feel unsatisfied. Finances and personal goals can compete and circumstances change. I have been able to help many people sort out their next steps. I still do. Are you more like a firefighter? A surfer? Or a swimmer? What are you transitioning to and what are your expectations? Really?.

Jun 2001 - Present

Non Resident New York State Real Estate Broker

Current
Robert Bailey/Trustedadvisory
Jun 1993 - Present

Ceo And Managing Partner

Trustedadvisory/Parallax And Everglades Fund

We have skin in the game and are therefore closer to our clients' experience than the big dogs.We? Everglades Fund I (W Palm) STRATEGIC PARTNERS: Pacific Life, Newport Beach; Impact Partners, Atlanta; GOALL Agency, Fountain Hills, AZ; Stephens-Matthews/Medical Benefits, Tampa, FL.1. What is not working now? Jigsaw Puzzle, Silos, Toy Box2. Is what is bad.

Dec 2005 - Dec 2024

Mg Partner, Parallax Group/Trustedadvisory | Lead Financial Products Copywriter Parallax Group

Trustedadvisory/Parallax Group

See this for moreβ€”10X is a non-nonsense power tool for true achievers. https://robertmbailey.com/are-you-as-smart/

Nov 2012 - Jan 2020

Robert M Bailey Copywriting Results, Speaking Sense About Risk

Parallax Group Llc

Copywriting, primarily for financial service teams and consultants, cannot be easier using eDigitalPersonal.com. This automates compliance-agreeable digital communications which 99% of wealth advisors lack. Being in a crowd never helps growth.

Sep 2017 - Jul 2019

Co-Chair And Committee Co-Chair

Dreyfoos Gala & Dreyfoos Live!
2015 - 2016 ~1 yr

Co-Chairman

Newport Comprehensive Land Use Plan Task Force

Seven category review and statement for a coherent plan incorporating housing, natural and cultural resources, economic development, circulation (vehicular traffic), community facilities, open spaces, and land use. The challenge is to bring together 3 or 4 primary objectives while getting these to work in concert. (The net result: The City Manager closed.

Apr 2009 - Oct 2012

Host

Live From Newport

Interviews with behind the scenes innovators and influencers in energy and finance. Some interviews available for replay on the trustedadvisory.com

2008 - Jul 2011

Managing Director, Imi (Digital)

Investment Management Institute

Mg Dir

2000 - 2011 ~11 yrs

President/Founder

Source Newport

What if you had a place with everything it needs to be sustainable--and all you are lacking is a vision and a set of steps?Over two years The SourceNewport conference brought together luminaries to work from their professional perspectives to a comprehensive vision in historical preservation, energy, city planning, agriculture--as a way to address social.

2007 - 2010 ~3 yrs

Founder, Nyc Chapter

Surfrider Nyc

Against popular conception--WHO surfs in New York? and where? the chapter launched. A great guy, Aaron Rosenblum struggled with me to make this happen. He went on to study with Jeffrey Sachs at Columbia. For a time this was the fastest growing chapter in Surfrider. Influential, active, resourceful were its early characteristics. Drawing from NYC's.

May 1998 - Oct 2002

Broker

Gva Williams

Commercial Office Leasing and Sales. Great training. Lovely place, if you enjoy swimming with sharks.

Oct 1994 - Nov 1996

Field Producer

Woodstock '94

My "Jesus" pass provided access to food and limited backstage. I settled a few fights, human rights on the ground (people vs "cops"), and electrified a small city with alternative energy (AC backup from a pole came in handy with the rains). Met some extraordinary & wonderful--and a few unusual--people. Like living a whole life in a few weeks.

Aug 1994 - Aug 1994

Publicity Manager

"Washington Week In Review" (Paul Duke) & Ben Wattenberg At Large, Pbs/Weta

Funny lunch conversation with Ben. I said to him, "The WASPS taught the Jews everything they know about guilt." He laughed. "You're right."

1980 - 1982 ~2 yrs

Pa

Charlie Rose Show/Wrc-Tv

Prepare and prep guests and debrief for next guests. [I was in grad school. Charlie has achieved what he sought for so long. Ridiculed by some in mainstream reporting then, he has become the top interviewer and newsman far beyond what anyone expected. Except the man himself. I am very proud to have worked with him and of this fine contemporary journalist.]

1979 - 1980 ~1 yr
6 education records

😎 Robert Bailey education

Certificate, Finance

The Wharton School

Listening, Engaging, Connecting With Interesting Characters

Fascinating People In Conversations Ii

Listening, Inquiring, Discovering From Real Characters One On One...

Fascinating People In Conversations

Ma, Journalism & Public Affairs

American University

Bs, Political Science

Guilford College

Bachelor Of Science - Bs, Political Science And Government

Guilford College
FAQ

Frequently asked questions about 😎 Robert Bailey

Quick answers generated from the profile data available on this page.

What company does 😎 Robert Bailey work for?

😎 Robert Bailey works for TrustedAdvisory/Parallax.

What is 😎 Robert Bailey's role at TrustedAdvisory/Parallax?

😎 Robert Bailey is listed as CEO and Founder Trusted Advisory and The Mavericks at TrustedAdvisory/Parallax.

What is 😎 Robert Bailey's email address?

AeroLeads has found 1 work email signal at @trustedadvisory.com for 😎 Robert Bailey at TrustedAdvisory/Parallax.

What is 😎 Robert Bailey's phone number?

AeroLeads has found 2 phone signal(s) with area code 646 for 😎 Robert Bailey at TrustedAdvisory/Parallax.

Where is 😎 Robert Bailey based?

😎 Robert Bailey is based in West Palm Beach, Florida, United States while working with TrustedAdvisory/Parallax.

What companies has 😎 Robert Bailey worked for?

😎 Robert Bailey has worked for Trustedadvisory/Parallax, Palm Beach Gardens Living, Abacoa & Alton Neighbors, Trustedadvisory/Parallax And The Mavericks, What'S The Point? Podcast, and Trusted Advisory Funding+Coaching.

How can I contact 😎 Robert Bailey?

You can use AeroLeads to view verified contact signals for 😎 Robert Bailey at TrustedAdvisory/Parallax, including work email, phone, and LinkedIn data when available.

What schools did 😎 Robert Bailey attend?

😎 Robert Bailey holds Certificate, Finance from The Wharton School.

What skills is 😎 Robert Bailey known for?

😎 Robert Bailey is listed with skills including Entrepreneurship, Strategy, Business Development, Business Planning, Leadership, Investments, Venture Capital, and Start Ups.

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