ROBERT ALLBRIGHT
ROBERT ALLBRIGHT
About Me
Robbie is a Senior Financial Advisor with 24 years of experience currently serving the Brookfield and New Berlin areas. Robbie uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to help pursue those goals.
Prior to joining the BMO Investment Services team, Robbie worked as a Financial Advisor with Merrill Lynch. He earned a Bachelor of Arts in Economics from the University of Dallas, in Irving, Texas. Robbie is a CERTIFIED FINANCIAL PLANNER™ professional and holds securities licenses 7 and 66 held through LPL Financial along with his Life, Accident & Health, and Variable Life/Variable Annuity insurance licenses.
Robbie is married with six children and is active in his community and Church, serving currently as Chair of the Finance Committee and as a past Chairman of the Parish Council at his Church and past coordinator of the Men’s Group. He enjoys golf and family road trips visiting relatives around the country.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management