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Rory Robertson

Principal & Wealth Management Advisor

Navigo Wealth Management

United States, Texas, Sugar Land

About Me

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

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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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