Robert has over 25 years of experience in the financial services industry. Formerly, he served as Manager, Insurance Operations, for CUNA Mutual Insurance Society in Kingston, Jamaica. Robert holds a Chartered Life Underwriters designation (CLU) awarded by the American College, Bryn Mawr, Pennsylvania. He is also the recipient of the Fellow of the Life Office Management Association diploma (FLMI) awarded by Life Office Management Association (LOMA), Atlanta, Georgia.
Robert advises clients including small business owners; professionals needing Life and Disabilities Insurances as well as Financial Planning and Investments. Over the years, Robert has presented numerous Financial Planning Seminars for professional organizations, churches, and civic groups including National Association of Black Accountants and New Era Dental Association. Robert is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.