Robert Straight

CFP®

Senior Vice President - Financial Advisor,
Senior Portfolio Director Group

Hope…is not an investment strategy

Customized strategies & attentive service

I offer wealth management planning services to our clients with an emphasis on providing income. I help families replace their paychecks using a diversified income strategy approach. I focus on a high level of client service that includes a predetermined number of contacts over the year, including in person meetings.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation click Contact.

Latest Insights

How to incorporate Responsible Investing into annual planning

Explore the latest themes in responsible investing, growing opportunities in wind energy and blue tech, as well as practical tips for incorporating RI into annual planning.

Robert Straight is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, GA, IL, KS, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, WA, WI. Arkansas Insurance License #1257753. California Insurance License # 0H92393.

Robert Straight, NMLS # 2212683 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Robert Straight, CFP®

Senior Vice President - Financial Advisor,
Senior Portfolio Director Group

Phone: 972-612-2910

Address

The Star
1 Cowboys Way, Suite 450
Frisco, TX 75034
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