Robert L. Annable, II
Robert brings over 17 years of experience in the financial services industry to e3 Wealth. Earning a Bachelor’s Degree in Finance from Arizona State University with an International Business Certificate was paramount in his professional growth. After graduating from ASU, Robert accepted a position with a groundbreaking New York investment banking firm.
In this new role, Robert helped raise nearly $1 Billion dollars in funding for Institutional Private Equity and Alternative Investments in just over 4 years. This experience taught Robert the importance of bridging the gap between Wall Street and Main Street, and reinforced for him the power of implementing an “Endowment” approach to both Wealth Creation and Wealth Management.
Robert strives to play a role of significance and contribution in the lives of others by helping them improve their relationship with money. His passion for maintaining an “education first” approach allows him to focus his attention on better serving others while empowering them to make confident financial decisions. Specifically, helping identify the purpose of their money, so he can help them protect that purpose.
As a Senior Partner with e3 Wealth, Robert applies his passion, experience, and creative visualization, to design personalized plans for his clients. Plans designed to achieve the client’s unique financial goals; taking into account risk and tax mitigation, income planning, and wealth-transfer objectives.
Beyond business, Robert has a heart for serving others through philanthropic organizations like the Leukemia and Lymphoma Society of Arizona, where he was honored as “Man of the Year” in 2017. He is also involved in many church and faith based organizations such as “Rise and Dream Foundation,” serving children in his community through basketball outreach.
Robert maintains a healthy and active lifestyle with a passion for sports and adventure. He seeks every opportunity to experience the outdoors; including snowboarding, hiking, and snorkeling. An avid college football fan, he is always rooting on his ASU Sun Devils.
In the Honor and Memory of Robert’s former business partner, Scott Crawford:
“LET’S GO, LET’S GO” – Bluegrass for Life.