Robert Pearson is the founder of Simple Shade Wealth Management of Raymond James and has over 20 years of experience dedicated to wealth management and providing his clients with clarity and confidence in their financial future.
He created the firm to serve select families across DFW and the country by offering a differentiated client experience focusing not only on investment consulting, but comprehensive advanced planning and risk mitigation that successful families need. He has built a service oriented, client first team dedicated to his vision of helping families simplify the complexities of their financial affairs while maintaining a clear vision of being the keepers and protectors of their lifestyles.
Robert grew up the son of serial entrepreneurs and from an early age spent his weekends and summers working to help do his part in running the family businesses. He is a proud graduate of the College of Business at Kansas State University and is both a Chartered Retirement Planning Counselor (CRPC®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Anyone can claim to be a financial planner, but only those who have fulfilled the educational and ethical requirements of the CFP Board can display the CFP® certification marks.
Robert and his wife Melissa are avid supporters of Pine Cove Camp, a Christian, others focused summer camp in Texas. He enjoys spending time at his ranch hunting, fishing, and working in his pecan orchard with Melissa, their three children, and their beloved German Shepherd, Charlie.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
