Highlights
- Qualified investment manager with over three decades of direct experience designing customized strategies and constructing/managing complex portfolio
- Named to Forbes “Best-in-State Wealth Advisors” list in both 2019 and 2020
- Resident Director at Merrill Lynch for over 10 years, guiding clients and directing teams
Robert’s professional journey seamlessly blends individual excellence with exceptional team-building skills. While earning his Bachelor’s degree in Finance from Stephen F. Austin State University, he financed his education by managing a restaurant franchise — a role that honed his abilities in time management, leadership, and financial oversight.
At Merrill Lynch, Robert quickly distinguished himself through his commitment to exceeding expectations. Over the years, he expanded his own practice and embraced a mentorship role for emerging professionals. He advanced from Sales Manager to Resident Director, eventually earning a place as a valued member of the Advisory Council to Management.
Today, Robert brings his decades of expertise to Concenture Wealth, the independent advisory firm he founded to focus solely on achieving client success. At Concenture, he leads a dedicated team of seasoned professionals committed to guiding each client through their unique financial journey.
Beyond the office, Robert is an active community leader. He serves on various boards and foundations, enjoys outdoor pursuits such as hunting and fishing, and volunteers at Warrior’s Weekend.