Rory RobertsonWritten by admin on Jun 03, 2017
Rory Robertson is a principal of Navigo and has been a Financial Advisor since 2000. He worked 11 years for Merrill Lynch in both the Houston and Sugar Land offices. He joined Navigo in the fall of 2011 after deciding that a position with a Registered Investment Firm would better suit the needs of his clients and has been a principal since July 2012. He received his BBA from Sam Houston State University and holds the NASD Series 7 and 66 licenses.
In addition to working with domestic clients, Mr.Robertson specializes in working with international families wanting to maintain investment accounts in the U.S. as well as U.S. citizens living abroad. He is committed to understanding his clients’ hopes and aspirations and taking a holistic financial planning approach for the entire family.
Posted By Navigo Wealth Management