Rory Robertson is a Wealth Management Advisor with Navigo and has been a Financial Advisor since 2000. He worked 11 years for Merrill Lynch in both the Houston and Sugar Land offices. He joined Navigo in the fall of 2011 after deciding that a position with a Registered Investment Advisory (RIA) Firm would better suit the needs of his clients. He received his BBA from Sam Houston State University and holds the NASD Series 7 and 66 licenses. In addition to working with domestic clients, Rory specializes in working with international families wanting to maintain investment accounts in the U.S. as well as U.S. citizens living abroad. He is committed to un
Rory Robertson
Principal & Wealth Management Advisor
Navigo Wealth Management
United States, Texas, Sugar Land
About Me
Profile Information
Principal & Wealth Management Advisor
Navigo Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Sugar Land
Texas
United States
Aug 7, 2024
Work Experience
Navigo Wealth Management
Principal & Wealth Management Advisor Jun 2011 - Present
Email: rrobertson@navigowealth.com
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