Robert Kokol CFP® AEP® MBA

Senior Investment Advisor at Atticus Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency

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Credentials

  • Life, Acc., Health & HMO
    State of Texas
    Oct, 2022
    - Oct, 2024
  • Series 66
    FINRA
    Sep, 2008
    - Oct, 2024
  • Series 63
    FINRA
    Sep, 2003
    - Oct, 2024
  • Series 7
    FINRA
    Jan, 2003
    - Oct, 2024
  • Accredited Estate Planner (AEP)
    National Association of Estate Planning Councils
  • Certified Financial Planner (CFP)
    CFP Board

Experience

  • Atticus Wealth Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Investment Advisor
      • Oct 2020 - Present

      Asset management, trust and estate planning. Working with Schwab as custodian. Asset management, trust and estate planning. Working with Schwab as custodian.

  • SCF INVESTMENT ADVISORS, INC.
    • United States
    • Investment Advisor
      • Jan 2018 - Oct 2020

      Worked with Fidelity as custodian. Worked with Fidelity as custodian.

  • Global Financial Private Capital, LLC
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor
      • Jul 2013 - Jan 2018

      Provided investment advisory services. Worked with Fidelity as custodian. Provided investment advisory services. Worked with Fidelity as custodian.

  • Platinum Wealth Partners
    • Investment Advisor
      • Jun 2011 - Jul 2013

      Worked with Fidelity as custodian Worked with Fidelity as custodian

  • AXA
    • Italy
    • Glass, Ceramics and Concrete Manufacturing
    • 1 - 100 Employee
    • Vice President
      • Aug 2008 - Jun 2011

      Asset Management completed via LPL. Began working with Fidelity as custodian. Asset Management completed via LPL. Began working with Fidelity as custodian.

  • Raymond James Trust N.A.
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Managing Director
      • Dec 2004 - Apr 2008

      Created Family Office through the trust department, Business Development, Sales Management Created Family Office through the trust department, Business Development, Sales Management

  • Northern Trust Corporation
    • Wealth Strategist
      • Oct 2003 - Dec 2004

      Senior business development officer cultivating high net worth and ultra high net worth relationships for the trust department. Senior business development officer cultivating high net worth and ultra high net worth relationships for the trust department.

  • SunTrust Bank now Truist Bank
    • First Vice President, Wealth Strategist
      • Sep 1992 - Oct 2003

      Senior business development officer cultivating high net worth and ultra high net worth relationships for the trust department. Senior business development officer cultivating high net worth and ultra high net worth relationships for the trust department.

Education

  • Tampa Bay Estate Planning Council
    Past President, Continuing Education
    2009 - 2020
  • Earned AEP® designation from the National Association of Estate Planning Councils
    AEP®, Accredited Estate Planner designation
    2010 - 2010
  • University of South Florida
    Certified Mediator, Florida Supreme Court, Family Law, Mediation- family law
    2010 - 2010
  • Institute for Divorce Financial Analysts
    CDFA, Certified Divorce Financial Analyst designation, Financial Planning and Services
    2009 - 2009
  • Earned CFP® certification from the Board of Standards
    CFP, CFP Professional Education Program
    1996 - 1998
  • University of Miami - School of Business
    MBA, Finance and Financial Management Services
    1988 - 1990
  • Colgate University
    BA, Philosophy & Religion
    1979 - 1983

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