Robert Roland

Robert Roland comes to LEXCO Wealth as a Financial Advisor with more than 25 years of experience in the financial services industry. Robert specializes in providing solutions based retirement and multigenerational legacy planning for families, corporate executives and business owners. With a focus on personal service and a strong belief in his role as a fiduciary, Robert's practice is relationship based and oriented toward empowering clients with the knowledge to make smarter financial decisions.

With a broad and diverse background, Robert brings to clients a substantial amount of financial markets experience. After receiving his MBA, Robert worked in mergers and acquisitions advisory at The Chase Manhattan Bank before moving to the equity side of the business where he focused on providing structured equity derivative solutions to management of US corporates at SG Securities, the US securities division of Société Générale. Presented with the opportunity to help build a de novo equity derivative business, Robert then joined Bank of America and later moved to UBS, in equity capital markets, where he continued to advise senior management and boards of directors on a broad range of equity cash and risk management applications typically involving capital issuance, capital retirement, repatriation and deferred compensation. Wanting to provide objective financial advice to individuals, Robert traded the benefits and trappings of the large bulge bracket firms for the entrepreneurial spirit and independence of a smaller wealth management practice.

Believing that informed clients are better equipped to handle market challenges and natural lifestyle hurdles that can impact meeting desired goals and objectives, Robert's approach is educational and collaborative. Helping clients to better understand their true risk tolerance becomes the cornerstone of generating risk based returns that incorporate a proper mix of risk management and return and/or income oriented investment strategies. Given his background, Robert offers broad perspective in developing and implementing wealth management strategies that often incorporate alternative, non-correlated assets and other diversification tools often utilized by large university endowments and pension plans.

Since retirees are increasingly being forced to take on greater responsibility for their retirement, Robert is always interested in, and can often be found, speaking publicly with various professional and community groups. Depending on the audience, topics may vary but generally include market conditions, wealth preservation and diversification strategies, and helpful tools for selecting the financial advisor that may be right for you.

Robert also makes time available for local community groups and charities. In his personal time, Robert travels extensively and is a competitive sports enthusiast. He enjoys snow skiing, sailing and Gracie jiu-jitsu.

Go Back