Investment Consultant, RJFS
President, Robertson Wealth Advisors
Bernard has earned the Certified Retirement Planning Counselor and Accredited Asset Management Specialist designations that have assisted in portfolio development, research, risk management and the development and achievement of client goals.
Previously, Robertson served as Managing Director and consultant of a boutique investment firm in New Orleans, creating the processes that allowed for deeper client relationships centered on addressing the specific needs of clients with full qualitative analysis, education, and customized strategy. Earlier he experienced successes as a financial advisor with Smith Barney and as Senior Financial Advisor with Merrill Lynch. Robertson, also lead the formation of the Bird, Brauninger, and Robertson advisory group at Bank of America Merrill Lynch.
An offensive tackle at Tulane University, Bernard blocked for fellow future NFL players Shaun King, Mewelde Moore, Patrick Ramsey, and J.P. Losman to name a few. Bernard, who was a four-year starter, was named to the Conference USA All-Freshman Team, twice named Conference USA First-Team All-Conference and was an All-American selection his senior season. He was selected by the Chicago Bears in the 5th round of the 2001 NFL Draft and played 3 years for the Bears before joining the Buffalo Bills for one season, and the Oakland Raiders for another. He has been inducted into the Tulane Athletic Hall of Fame as an individual in 2007 and again with his teammates on the historic 1998 Undefeated Team in 2008. In 2013, he was named to the All-Dome team honoring the best players in Tulane’s history in the Superdome.
Robertson holds an EMBA with a concentration in Business Growth from Babson College, Master’s degree in Business Administration, with a Global Business concentration from Tulane University’s A.B. Freeman School of Business, and a Bachelor’s of Science degree with a double major in Sports Medicine and Sociology from Tulane University. In 2008, New Orleans City Business honored him as one of its “Innovators of the Year”. Additionally, Robertson serves in a variety of civic leadership roles including as an executive board member for the Louisiana Council for Economic Education, the co-founder and past President for the Treme Charter School Association, and as Vice President and immediate past President of the NFL Players Association New Orleans Chapter (membership union).
In his personal life, Bernard credits education, family, and faith for his success. The Robertson family stays busy with education, sports, and giving back to the community.