Harrison Robb
Financial Advisor, The Robb Financial Group - Stifel
- Role
- Financial Advisor - Stifel at Stifel Financial Corp.
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Harrison Robb
As a third-generation financial advisor, I am passionate about continuing the legacy of our clients on to the next generation by helping provide them with an opportunity to sustain and grow wealth for themselves and their future. We seek to do this by dissecting the client’s life and developing a plan tailored to their lives, wants, and needs, uniquely to them. My goal is to make clients feel comfortable with their current finances, while building towards the future they want, through a relationship built on trust that is unique to each Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:
Experience
Financial Advisor - Stifel
Mar 2025 — Present
Through a long-term, comprehensive wealth management approach, I focus on addressing my clients’ investment planning, asset allocation, tax planning strategies, education planning, estate planning strategies, retirement planning, long-term care, and insurance needs. I serve a broad range of clients, including, but not limited to, individuals, high-net-worth individuals and families, foundations, endowments, trust departments, corporations, nonprofit organizations, and corporate retirement plans. Obtained FINRA Series 7 license 12/2024 and FINRA Series 63 and 65 licenses on 3/2025
Education
NorthWest Arkansas Community College
Associate of Science - AS, Business
2015 — 2016
University of Arkansas
Bachelors of Science in Agricultural, Food, and Life Sciences, Agricultural Business
2013 — 2018
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