Thomas Robertson
CEO | Founder at Robertson & Co. LLC. | Tulsa, Oklahoma, United States
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As the CEO and Founder of Robertson & Co. LLC, Thomas Robertson is at the forefront of providing unparalleled fiduciary advice and oversight to both individuals and businesses seeking to optimize their insurance and investment portfolios. With a robust team that includes professionals holding JD/MBA degrees from Boston University and Chartered Life Underwriter (CLU) credentials, Robertson & Co. LLC is uniquely positioned to navigate the complexities of wealth management and fiduciary responsibilities.
Under Thomas's leadership, the firm has embarked on key projects that emphasize the importance of fiduciary duty in financial advisory services. Many clients are often surprised to learn that their insurance brokers or wealth advisers may not operate under fiduciary standards, which is where Robertson & Co. LLC distinguishes itself. The firm is committed to upholding the highest standards of loyalty, full disclosure, and due diligence, ensuring that clients' interests are prioritized above all else.
Thomas’s expertise extends beyond traditional wealth management; he is adept in areas such as plan design, competitive strategies, and due diligence, making him a sought-after advisor in fiduciary litigation and employee benefits. His strategic vision has led to the development of innovative rewards programs that align with clients' financial goals, further enhancing their investment strategies. With over 65 years of combined experience within the firm, Thomas Robertson and his team are dedicated to empowering clients through informed decision-making and comprehensive financial oversight, solidifying their reputation as trusted fiduciaries in the industry.
CEO | Founder at Robertson & Co. LLC. in January 1986 to Present
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Rewards Programs
Plan Design
Competitive Strategies
Benefits Design
Compensation & Benefits
Executive Pay
Executive Search
C-Level Executive Support
Due Diligence
Insurance
Estate Planning
Wealth Management
Retirement Planning
Fiduciary Litigation
Financial Advisory
Employee Benefits
Life Insurance
Entrepreneurship
Fiduciary
Finance
Leadership
Strategic Financial Planning
Strategic Planning
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What is Thomas Robertson email address?
Email Thomas Robertson at [email protected] and [email protected]. This email is the most updated Thomas Robertson email found in 2026.
What is Thomas Robertson phone number?
Thomas Robertson phone number is +19193455967 and +19194781204.
How to contact Thomas Robertson?
To contact Thomas Robertson send an email to [email protected] or [email protected]. If you want to call Thomas Robertson try calling on +19193455967 and +19194781204.
What is Thomas Robertson net worth?
Thomas Robertson has an estimated net worth of $375,000 to $499,999
What company does Thomas Robertson work for?
Thomas Robertson works for Robertson & Co. LLC.
What is Thomas Robertson's role at Robertson & Co. LLC.?
Thomas Robertson is CEO | Founder
Thomas Robertson Email Addresses
Thomas Robertson Phone Numbers
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