Robert J. Faller
Financial Advisor- Equitable Advisors
- Role
- Financial Advisor at Equitable Advisors
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Robert J. Faller
B.A. in Business Administration from American University - Kogod School of…
Experience
Financial Advisor
Jun 2025 — Present · Columbia, MD, US
Build and manage a growing client book, providing tailored guidance on retirement, investment allocation strategies, and insurance solutions. • Conduct discovery meetings, analyze financial goals and risk tolerance, and prepare proposals using asset allocation models and retirement projections. • Maintain detailed compliance records, adhering to FINRA/SEC regulations and firm policies. • Collaborate with senior advisors and product specialists to refine acquisition and client service strategies.
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