Robert Sweeney

Role
Financial Advisor at Opes One
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Robert Sweeney

Preparing for that next step in life isn’t always easy. My combination of experience…

Experience

  1. Financial Advisor

    Opes One

    May 2016 — Present

    Over four decades of experience is a tremendous advantage for a financial advisor, particularly in these unprecedented times in the market and the economy. Using wisdom gleaned from decades of both bull and bear markets, positive and adverse economic conditions, and multiple tax and regulatory changes, I can assist your family or business in addressing your financial future with optimism.\\\\nRegistered Representative & Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 15303 North Dallas Parkway, Suite 550, Addison, TX 75••••••••85. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian.\\\\nOpes One is not an affiliate or subsidiary of PAS or Guardian.\\\\nGuardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. CA Insurance License #0E84965\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

Education

  • University of Utah

    Classics and Classical Languages, Literatures, and Linguistics

    1974 — 1976

  • USAF Academy, Colorado Springs

    Russian Studies

    1973 — 1974

  • The University of Texas at Austin

    Finance, General

    1976 — 1978

Skills

  • Life Insurance
  • Long-Term Care
  • Retirement Planning
  • Investments
  • Financial Advisory
  • Financial Services

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Robert Sweeney — Financial Advisor at Opes One in Dallas-Fort Worth, TX, US | Unifers