Falls Robinson
Financial Advisor serving corporate executives | The GrandView Group | UBS
- Role
- Managing Director - Wealth Management - Portfolio Manager at 瑞銀環球資產管理
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
Experience
Managing Director - Wealth Management - Portfolio Manager
Dec 2008 — Present · Memphis, TN
The GrandView Group is an experienced, multigenerational team focused intently on the specific needs of corporate executives of public and private companies. With our extensive financial services experience, we combine comprehensive planning with discretionary investment management to help manage and grow personal wealth.Because of our disciplined process, sophisticated wealth forecasting and analytics, and our proprietary portfolio modeling, we help executives manage capital and run their personal wealth like a business. In addition, we’re committed to each generation of our clients’ families, working closely with them to help shape their financial future and meet their goals.
Education
University of Tennessee, Knoxville
Bachelors in Business Adminstration, Finance
2002 — 2006
Skills
- Portfolio Management
- Asset Management
- Asset Allocation
- Finance
- Series 7
- Investments
- Series 65
- Retirement Planning
- Strategic Planning
- Series 63
- Customer Service
- Financial Analysis
- Wealth Management
- Investment Strategies
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.