RF

Robert Flora

Regional Director, Mid-Atlantic

Robert Flora, CIMA®, is a Senior Wealth Management Product Specialist currently serving as the Regional Director for Sage Advisory in the Mid-Atlantic region. With over twenty years of experience in the financial services industry, they have excelled in consultative sales and key account support across various roles, including external wholesaler and relationship manager. Previously, Flora held significant positions at Truist Wealth and Lateef Investment Management, capturing over $2B in new assets annually through proactive advisor engagement. They are pursuing a Bachelor of Business Administration at Loyola University Maryland. In their free time, Flora enjoys mountain biking, learning the electric guitar, and reading non-fiction.

Location

Washington, United States

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