Robert Sutton
Branch President at Parsonex Securities Inc. | Skiatook, Oklahoma, United States
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As Branch President at Parsonex Securities Inc., Robert Sutton plays a pivotal role in guiding clients through the complexities of retirement planning and asset management. With a focus on managing 401(k) outcomes, Robert collaborates closely with Plan Sponsors, management teams, and key employees to develop tailored strategies that not only facilitate a smooth transition into retirement but also ensure sustainable financial health throughout retirement years. His expertise in retirement planning is complemented by a deep understanding of living trusts, college savings plans, and asset allocation, enabling him to provide comprehensive solutions that meet the diverse needs of clients.
In his current role, Robert is actively involved in several key projects aimed at enhancing client engagement and support. Recognizing the challenges that larger plans face, he advocates for personalized service over impersonal telephone support, ensuring that employees have direct access to knowledgeable professionals when they need assistance. This hands-on approach not only builds trust but also empowers employees to make informed decisions about their retirement savings.
With a robust background in securities, evidenced by his FINRA certifications and Series 63 and Series 6 licenses, Robert is well-equipped to navigate the intricacies of the financial landscape. His commitment to excellence in asset management and retirement planning positions him as a trusted advisor in the industry, dedicated to helping clients achieve their financial goals and secure their futures. Through his leadership at Parsonex Securities, Robert Sutton exemplifies the ideal blend of expertise, client-centric service, and strategic foresight in the realm of retirement solutions.
Branch President at Parsonex Securities Inc. in January 2011 to Present
Senior Credit Manager at CITGO Petroleum Corporation in January 2009 to July 2010
Financial Analyst at CITGO Petroleum Corporation in June 1980 to December 2008
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Teaching
Public Speaking
Retirement Income Planning
Employer Sponsored Retirement Plans
401(k) Advisor
403(b) Advisor
Life Insurance
Living Trusts
Pensions
Retirement Planning
Mutual Funds
Insurance
IRAs
Term Life Insurance
Small Business
Finance
Credit
FINRA
401k
Strategic Financial Planning
Series 63
Financial Planners
Series 6
Fixed Annuities
401k Rollovers
Wealth Management
Variable Annuities
Securities
Retirement
Asset Management
Estate Planning
Financial Advisory
Investments
College Savings Plans
Investment Advisory
Portfolio Management
Asset Allocation
Personal Finance
Investment Strategies
Roth IRA
Retirement Plan Consulting
Financial Planning
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Discover more about Parsonex Securities Inc.What is Robert Sutton email address?
Email Robert Sutton at [email protected] and [email protected]. This email is the most updated Robert Sutton email found in 2026.
What is Robert Sutton phone number?
Robert Sutton phone number is +19186981454 and +13038888193.
How to contact Robert Sutton?
To contact Robert Sutton send an email to [email protected] or [email protected]. If you want to call Robert Sutton try calling on +19186981454 and +13038888193.
What is Robert Sutton net worth?
Robert Sutton has an estimated net worth of -$2,499 to $2,499
What company does Robert Sutton work for?
Robert Sutton works for Parsonex Securities Inc.
What is Robert Sutton's role at Parsonex Securities Inc.?
Robert Sutton is Branch President
What industry does Robert Sutton work in?
Robert Sutton works in the Financial Services industry.
Robert Sutton Email Addresses
Robert Sutton Phone Numbers
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