Robert Adams, CFP ®

Robert Adams, CFP®, has a diverse and extensive work experience in the financial industry. Robert has held various roles in different companies, demonstrating their knowledge and expertise.

From 1998 to 2004, Robert worked at Prudential Financial as a Mutual Fund Product Manager and VP Sales. Robert specialized in fixed income and value equity strategies, collaborating with various departments to deliver high-quality mutual fund products to investment intermediaries.

After Prudential, Robert joined Global Financial Private Capital, LLC in 2005 as a Financial Planner. Robert assisted retirees with income planning, investment allocation, and legacy planning, utilizing a range of financial solutions to meet client objectives.

In 2011, Robert worked at Merrill Edge as an AVP, Financial Solutions Advisor. Robert focused on educating banking customers on maximizing their relationship with Bank of America/Merrill Lynch by optimizing investments, reducing liabilities, and providing guidance on retirement plans and investment diversification.

Robert then joined Signet Financial Management in 2014 as a Client Portfolio Manager. Robert handled all aspects of client relations, including financial planning, investment analysis, and portfolio management. Robert specialized in building custom Investment Policy Statements tailored to each client's risk tolerance, time horizon, and financial goals.

In 2017, Robert returned to Catalyst Funds as a Sales Desk Supervisor & Regional Sales Consultant. Robert cultivated relationships with financial advisors, introduced unique mutual fund products that employed hedge fund quality investment strategies, and managed a team of internal wholesalers to effectively market the company's mutual fund strategies.

In 2019, Robert joined MACRO Consulting Group as a Senior Financial Advisor. Robert maintained comprehensive client relationships, conducted financial analysis, made portfolio recommendations, and actively monitored investment performance to ensure clients achieved their long-term financial goals.

Finally, in 2021, Robert resumed their position at Catalyst Funds as a Sales Desk Manager, further contributing their expertise in sales and fostering relationships with financial advisors.

With their vast experience and knowledge, Robert Adams, CFP®, has proven to be a valuable asset in the financial industry.

Robert Adams, CFP ®, obtained a Bachelor of Science degree in Business Administration from Montclair State University, graduating in 1993. Robert then pursued further education in financial planning and obtained a Certificate in Financial Planning from Bryant University in 2017. Robert Adams also holds additional certifications including the CFP designation from the CFP Board, which they obtained in December 2017. Robert is also listed as having certifications in Series 24 and Series 7, but specifics regarding the institutions and dates obtained are not provided.