Robert Horton, CFP®

Senior Wealth Advisor

Designations and licenses

Robert is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

As a senior wealth advisor, Robert provides high-net-worth individuals and families with comprehensive wealth advice that includes investment management, retirement plan consulting, charitable gifting strategies, business succession, and tax and estate planning to help them reach their goals.

Prior to joining Mariner, Robert worked for CliftonLarsonAllen, Fidelity Investments and Edward Jones Investments.

He has a bachelor’s degree in personal financial planning from the University of Missouri-Columbia.

Robert’s 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.

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