Robert Palmer
Regional Vice President @Allworth Financial
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WORK HISTORY
Regional Vice President @Allworth Financial
In my role as Regional Vice President, I am responsible for driving key business development initiatives with Allworth’s referral partners across a broad and high-growth Southern U.S. region. I do this by helping provide clients with strategic wealth management solutions and sophisticated portfolio management. With more than a decade of experience in financial services, alongside a legal background in tax & estates, my goal is to align our partners and clients with the right advice and technology to reach their financial goals.Strategic Growth: Implement successful client acquisition strategies across the Southeastern U.S.Partnership Focus: Be the primary liaison for referral partners, helping ensure brand alignment and optimal lead management.Regional Leadership: Partner with local Allworth advisors to deliver a seamless onboarding process and superior client experience.Operational Excellence: Use data-driven insights to drive increased lead flow and refine internal processes that result in a superior client experience.
EDUCATION
Elisabeth Haub School of Law at Pace University
Doctor of Law - J.D., Corporate, Tax, Estate and Securities Law
Greenwich High School
High School Diploma
The American College of Financial Services
Contemporary Applications in Financial Planning
University of Vermont
Bachelor's degree, Political Science, Philosophy, and History
New York University
Certificate in Financial Planning, Finance
Quantic School of Business and Technology
Executive MBA, Business Administration and Management, General
Boston University School of Law
Master of Laws - LLM, Tax Law/Taxation
ABOUT ROBERT PALMER
I strive to provide the highest quality wealth management and financial strategies for high net worth individuals and corporate clientele. My directive is to satisfy current needs and concerns, while also anticipating future changes to investment objectives. My legal background has provided businesses and individuals a unique skill set to leverage during the planning process. I offer a straightforward approach to building financial strategies focused around what matters most to you.
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