VP, Institutional Business Development
Institutional Fiduciary Solutions
Robert Burns serves as Director of Institutional Consulting Services group in the home office of Raymond James. Robert has been in the investment management business for 20 years. Prior to joining Raymond James in 2006, Robert spent 9 years at McDonald Investments, Inc. in Cleveland, Ohio, where he last served as Director of the Managed Assets Group. Previous to McDonald, Mr. Burns worked at the Federal Reserve Bank of Cleveland and during his military service he proudly served as an officer in the United States Marine Corps during Operations Desert Shield and Desert Storm.
Mr. Burns holds a Bachelor of Science degree in Finance from Bowling Green State University as well as the CFA and AIF designations. In addition, he is a graduate of the SII which is an execute education program at the Wharton School. He is a member of the CFA Institute, and the Cleveland Society of Security Analysts.
ROBERT C. BURNS, CFA®, AIF®
Vice President, Consulting Services; Asset Management Services
Director, Institutional Consulting Services
Raymond James Home Office
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
