Vice President | Private Client Advisor@ U.S. Trust
Boston, Massachusetts, United States
Robert Whitfield, CFP®
GET FULL PROFILE 
Suffolk University - Sawyer Business School
Real-Time AI Research
FlashIntel GPT
Tell me more about Robert Whitfield, CFP®?
FlashIntel GPTRobert Whitfield, CFP(r) is a highly experienced financial professional with 16.1 years of work experience. He specializes in wealth management, retirement planning, and strategic planning. Currently, he serves as the Vice President, Private Client Associate at U.S. Trust, Bank of America Private Wealth Management. Prior to this, he worked as a Financial Consultant at Fidelity Investments. With a strong background in financial services, Robert is skilled in various areas such as cash flow management, risk management, and investment strategies. He is based in the United States.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Vice President, Private Client Associate at U.S. Trust, Bank of America Private Wealth Management
Work Experience
Vice President | Private Client Advisor
Financial Services
Robert Whitfield, CFP®'s Professional Milestones
- Vice President | Private Client Advisor (2016-09-01~): Building strong client relationships through strategic planning and effective client identification.
- Financial Consultant (2007-10-01~2016-09-01): Implementing strategic financial solutions to optimize company performance and drive sustainable growth.
Education
Management
2003-2007Skill
Wealth Management
Retirement Planning
Financial Planning
Strategic Planning
Cash Flow Management
Income Protection
Insurance Planning
Risk Management
Investment Strategies
Investment Management
Asset Allocation
Separately Managed Accounts
Tax Efficiency
Asset Protection
Tax Planning
College Education Planning
Certified Financial Planner
Series 7
Series 63
Series 66
Private Banking
Mortgage Lending
Real Estate Lending
Commercial Lending
Consumer Lending
Small Business Lending
Estate Planning
Estate Tax Planning
Lend
Certification
Colleagues
John Lancia
Vice President Fixed Income Trading
Joseph Vito
Chief Technology Officer
Mary Martinez
md coo asset management at us trust
Debra Patterson
senior vice president at u s trust company of delaware
Susan Concannon
Senior Vice President
Other Named Robert Whitfield, CFP®
Frequently asked questions
We found 1 Robert Whitfield, CFP®'s email addresses
We found 2 Robert Whitfield, CFP®'s phone numbers
Robert Whitfield, CFP®'s social media include: Linkedin,
Robert Whitfield, CFP® works for U.S. Trust
Robert Whitfield, CFP®'s role in U.S. Trust is Vice President | Private Client Advisor
Robert Whitfield, CFP® works in the industry of Financial Services
Robert Whitfield, CFP®'s colleagues are John Lancia,Joseph Vito,Mary Martinez
Robert Whitfield, CFP®'s latest job experience is Vice President | Private Client Advisor at U.S. Trust
Robert Whitfield, CFP®'s latest education in Suffolk University - Sawyer Business School
