Sign In
Get Clay Free →

Suggestions

    Robert Morales

    Head of Advisory Services & Products at Hilltop Securities Inc.

    Robert Morales is a seasoned financial services executive specializing in wealth management, retirement solutions, and advisory platforms. He excels in fostering customer relationships, driving AUM growth, and harnessing fintech to enhance financial planning services.

    With a strong educational background including a Bachelor's degree in Business Administration and an MBA from renowned institutions, Robert brings a wealth of knowledge to his roles.

    Throughout his career, Robert has held key positions at various respected organizations such as Hilltop Securities Inc., Transamerica, Placemark Investments, USAA, ICMA-RC, and Strategic Wealth Management.

    His expertise spans digital advice, financial planning, IRA rollover services, BD/RIA platforms, and agile development. He is known for his cross-functional leadership, customer-centric approach, and deep industry knowledge.

    Robert Morales is a strategic leader with a focus on innovative product design, efficient processes, and competitive analysis. His track record includes successful implementation of solutions for complex challenges and driving the development of cutting-edge financial products.

    Robert Morales
    Add to my network

    Location

    Addison, Texas, United States