• Aaron Robison

    Client Account Manager

Aaron Robison worked for Phillips 66 for 14 years before joining Susan Dick Financial Services, LLC. He has 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 obtained a Bachelor of Science degree in Business Finance from The University of Oklahoma in 2005. He served on The University of Oklahoma Finance Advisory Board from 2018 to 2020. He has been active in the United Way for many years and chaired the Phillips 66 United Way Campaign in 2019. Aaron and his wife Heather enjoy living in Bartlesville and all that it has to offer. They are members at First United Methodist Church where their daughter Kate attends pre-school.

At Susan Dick Financial Services, LLC, Aaron facilitates account transfers, money movements, as well as processing general client account requests and questions. Aaron is also responsible for marketing, human resources, and business development.

Raymond James is not affiliated with the above organizations and/or charitable causes.