Financial advisor, Investment Executive for Raymond James and Managing Partner, Fourstone Wealth Management, LLC, Aaron Robison, graduated from The University of Oklahoma with a Bachelors of Business Administration in Finance in 2005. Aaron is an investment adviser agent with Series 7 and 66 licenses. Through Fourstone Wealth Management, LLC’s association with Raymond James Financial Services, Inc. he has access to quality technology, highly acclaimed investment research analysts, and Raymond James Bank’s Trust and lending services.1
He is dedicated to helping clients with all of their financial needs. Services include financial planning, placing trades, money movements, client onboarding, new account set up, as well as processing client account requests and addressing questions. Aaron is also responsible internally for philanthropy, marketing, human resources, and business development. Prior to his time at Fourstone Wealth Management, LLC, Aaron had a career in Energy Finance. He worked for ConocoPhillips and Phillips 66 for a combined 14 years where he held various roles in the Finance organization including: Income Statement/Balance Sheet Coordinator, General Ledger Reconciliation Supervisor, Commercial Actualization Supervisor, Finance Functional Excellence Coordinator, and Supervisor Pipelines and Terminals Accounting.
Aaron served on The University of Oklahoma Finance Advisory Board from 2018 to 2020. He has been active in the United Way serving on the marketing team and chaired the Phillips 66 United Way Campaign in 2019. He also has serves as a Board Member and Finance Committee Member for the Bartlesville Regional Chamber of Commerce starting in 2021.
Aaron, his wife Heather, and their daughter Kate enjoy living in Bartlesville and all that it has to offer. They like to stay active and enjoy time together at Grand Lake.
1 Lending Services provided by Raymond James Bank N.A., a fully chartered national bank affiliated with Raymond James Financial Services.
Raymond James is not affiliated with the organizations mentioned above, ConocoPhillips and Phillips 66.