Robert L. Annable, II
Private Wealth Advisor
Robert has over 13 years of experience in the financial services industry. He earned his bachelor's degree in finance with an international business certificate from Arizona State University. Robert is passionate about maintaining an "education first" approach with his clients. Specifically, regarding how clients evaluate finances and money related decisions to uncover the purpose of their money - ultimately providing them with durable solutions to protect that purpose. As a cash flow strategist, Robert will be working with clients in areas that relate to their entire financial picture: budgeting, income tax analysis, and seeing how non-securities strategies fit into their personal economies. Robert will also serve businesses with the same roles but he will be coordinating his efforts with our e3 Tax professionals.
Robert has a heart for serving others through philanthropic organizations like Leukemia and Lymphoma Society of Arizona where he was nominated for "Man of the Year" in 2017. He is also involved in many church and faith based organizations such as "Maui Basketball" serving children in Hawaii through basketball outreach. Robert maintains a healthy and active lifestyle with a passion for sports and adventure. He thrives at the opportunity to experience the outdoors; including snowboarding, hiking, and snorkeling. An avid college football fan and ASU Alumni he is always rooting on his Sun Devils.