Robert Bolt, MBA, CLU®, RICP®, is a Partner and Private Wealth Advisor at Symphony Financial, where they utilize their 40 years of experience in the financial industry to guide clients through retirement, estate planning, and investment strategies. Previously, Robert held senior roles at institutions such as Bank of America Merrill Lynch and Societe Generale, specializing in financing buyouts and providing capital solutions. Having earned an MBA from The University of Chicago Booth School of Business, Robert is dedicated to creating lasting relationships and delivering personalized financial strategies to a nationwide clientele, including business executives and retirees.
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