Rory Robertson

Written by admin on Jun 03, 2017
Rory Robertson

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

Client First

As fiduciaries, our commitment is first and foremost to our clients and their financial future. Our fee-only structure creates a common goal between you and your advisor.

Proven Strategies

We employ an investment methodology and strategies that are proven to consistently grow your portfolios in both bull and bear markets.

Unlimited Options

As an independent firm, we have access to unlimited investment options and provide you with unbiased advice.