Over a greater than three-decade profession within the monetary companies business, Chuck Roberts has developed a client-first philosophy centered on serving to individuals pursue their monetary targets. In serving high-end people, households, companies, and organizations, he focuses on understanding his consumer’s distinctive wants and tailoring monetary methods to their goals and threat tolerance.
Profession
Chuck Roberts’ profession started after he graduated with a bachelor of science in enterprise administration from Stony Brook College. He joined Lehman Brothers as a monetary advisor in 1990. It was throughout this early a part of his profession that he acknowledged the extent to which sound monetary administration may enhance individuals’s lives. His ardour for serving to individuals work towards their monetary targets crystalized his need to additional his profession.
In 2005, Mr. Roberts accepted a place as a managing director at Smith Barney. He continued on this function when Morgan Stanley acquired the agency in 2009. In 2016, he joined Stifel as managing director of investments. He’s now a member of the CR Wealth Administration Group.
Beneath his path, this small crew presents ultra-high-net-worth purchasers a complete vary of companies, together with investments, property planning methods, retirement planning, skilled cash administration, insurance coverage and legal responsibility planning, and extra. The CR Wealth Administration Group works from workplaces in New York Metropolis and Miami.
For Chuck Roberts, realizing that he has made an impression on purchasers’ lives is essentially the most rewarding a part of his profession. He takes pleasure within the belief he has constructed along with his purchasers and strives for excellence in his work. Integrity, dedication, honesty, and moral conduct are amongst his core skilled values.
Credentials and Certifications
Mr. Roberts maintains the Sequence 7 (Normal Securities Consultant) and Sequence 65 (Funding Advisor Consultant) licenses from the Monetary Trade Regulatory Authority (FINRA).
Philanthropy
Mr. Roberts provides again to his communities in New York and Miami through his help of the Neighborhood-Police Relations (CPR) Basis. Initially launched in New York Metropolis and South Florida, the CPR Basis takes a grassroots strategy to bettering belief between communities and legislation enforcement. As a director-advisor, he helps the nonprofit in organizing wide-ranging outreach initiatives, equivalent to delivering college provides, feeding households in want, and creating wellness packages. This profitable strategy has resulted within the basis increasing to Los Angeles, Chicago, and Camden, New Jersey.
Private Particulars
Chuck Roberts lives in Miami Seaside along with his household. He’s married and has three youngsters and is the proprietor of two pet canine. In his free time, he enjoys spending time along with his household, taking part in tennis, and touring. He’s a longtime Miami Warmth fan and season ticket holder as nicely.
Stifel and its associates don’t present authorized recommendation. You need to seek the advice of together with your authorized advisor relating to your explicit state of affairs.
