Robert L. McVey

With more than 28 years of experience in financial planning and investment management, Robert McVey has the accumulated knowledge and perspective to help you with your financial goals. Robert 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. Robert will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.

Robert endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.

Based on what he learns about you and your goals and an analysis of the current financial markets, Robert designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Robert puts it into action and seeks opportunities to adapt to life changes and new goals.

Robert began his career in financial services in 1997 and previously spent 10 years with Morgan Stanley. He specializes in concentrated stock positions, options planning and trading and corporate executive compensation and benefits. Today, Robert provides custom portfolio management, risk analysis, estate and tax planning and more through Raymond James.

Robert spent the past decade in Roberts, Wisconsin. Recently, he and his wife, Kathy, found their way out west for a quieter pace of life in Buffalo, Wyoming. Here, they enjoy watching the wildlife out their back windows, trail riding in the Big Horn Mountains, trout fishing and meeting new friends. When they aren’t in Wyoming, you can find them back in Minnesota or Wisconsin, spending time with family and, most importantly, their grandkids.