Thomas Robertson Email & Phone Number

Thomas Robertson

CEO | Founder at Robertson & Co. LLC. | Tulsa, Oklahoma, United States

Thomas Robertson Socials
About Thomas Robertson

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.

Thomas Robertson Work
1 experience icon

CEO | Founder at Robertson & Co. LLC. in January 1986 to Present

Thomas Robertson Skills

Rewards Programs

Plan Design

Competitive Strategies

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Frequently Asked Questions about Thomas Robertson

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

Email Thomas Robertson at [email protected] and [email protected]. This email is the most updated Thomas Robertson email found in 2026.

Thomas Robertson Phone Numbers

Thomas Robertson phone number is +19193455967 and +19194781204.
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