Robert Hicks

About Robert Hicks

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me at 90••••••57 to help you fully analyze your needs and recommend appropriate solutions.I joined the Ashford’s Memphis team as a Financial Advisor in April 2024. I entered the financial services industry because I desired to help people be better stewards of their money. I bring a wealth of experience with over a decade at New York Life. I work diligently to align financial decisions based on my clients\' values, beliefs, and who/what is important to them (family, charity, business, etc.). I consider generational impact and legacy while aligning their investments with their values.Prior to joining Ashford, I worked in the food and beverage industry. I am a true family man, dedicated to my wife, Carolyn, and two daughters, Lexie, and Claire alongside my cherished grandchildren.Outside the office, I enjoy golf, church activities, and my role as President of the local NAIFA chapter. I find inspiration through life’s meaningful moments and approach each day with genuine warmth and a profound sense of purpose.Education, Training, Memberships· University of the South, Sewanee, TNCommunity Involvement· Independent Presbyterian Church in Memphis, TN/COMPLIANCE:20••••19/

Experience

1. Financial Advisor

   Ashford Advisors

   Apr 2024 — Present

   Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Ashford Mid South LLC is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License Number - This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, 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.

Education

• The University of Memphis

  Business, Economics

  1974 — 1977

• The University of the South

  Biology (pre-med)

  1973 — 1974

Skills

• 401(K) Rollovers
• Long-Term Care Insurance
• Personal Finance
• Retirement Planning
• Business Succession Planning
• Investments
• Multi-Generational Planning
• Strategic Planning
• Retirement
• Business Insurance Planning
• Life Insurance Strategies