With experience in financial planning and investment management since early 1997, Robbie Brust has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Robbie understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Robbie will be with you every step of the way, offering sound advice and customized financial strategies, designs specifically for you.
Robbie endeavors create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industries most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the financial markets, Robbie designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Robbie puts into action and keeps an eye on performance for opportunities to adapt to life changes and new goals.
Robbie graduated from University of Florida with B.S. in Accounting. He earned his CPA and started his professional career in public accounting. Robbie began his career in financial services in 1997 and spent his previous years with 3 firms. Today, Robbie provides portfolio management, financial and estate planning through the use of equities, fixed income securities, managed money, and 529 education savings plans and more through Raymond James.
A relative native of Jacksonville, FL, Robbie resides in Ponte Vedra Beach, Florida. Away from the office, Robbie also enjoys spending time with his wife, Jennifer and twin daughters, Kara and Amanda, as well as fishing, hunting and being outdoors.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.