“Serving clients from a customer-first perspective is essential. I firmly believe in partnering with plan providers to create unique and informative educational campaigns that promote the plan, equip executives with valued understanding, and help organizations competitively reward and retain their key employees.”
Sam Robert has more than twenty years of financial services experience, much of which has been focused exclusively on executive benefits and nonqualified deferred compensation plans. With comprehensive knowledge of creative plan design and a deep commitment to attentive client care, Sam builds trusted, long-term relationships with clients.
Prior to joining Fulcrum Partners, a OneDigital Company, Sam worked as a Relationship Manager for two of the largest nonqualified plan recordkeepers in the industry. He also has over six years of experience in retail and investment banking with major financial firms.
Today, Sam serves the executive benefits needs of Fulcrum Partners clients nationwide from his homebase in the Dallas/Fort Worth area. An avid “Dance Dad,” Sam volunteers at his daughter’s school and dance studio events and is her biggest fan at tap, jazz, ballet, lyrical, and contemporary dance competitions.
- In-depth executive benefit plan knowledge that is both expansive and deep
- Partnered with more than 100 clients including numerous Fortune 1000 companies, delivering targeted, customized executive benefits strategies
- Historic performance data includes client satisfaction rate of 94 percent and client retention rate of 96 percent
Sam Robert is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA & SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.