Over a more than three-decade career in the financial services industry, Chuck Roberts has developed a client-first philosophy focused on helping people pursue their financial goals. In serving high-end individuals, families, businesses, and organizations, he focuses on understanding his client’s unique needs and tailoring financial strategies to their objectives and risk tolerance.
Career
Chuck Roberts’ career began after he graduated with a bachelor of science in business management from Stony Brook University. He joined Lehman Brothers as a financial advisor in 1990. It was during this early part of his career that he recognized the extent to which sound financial management could improve people’s lives. His passion for helping people work toward their financial goals crystalized his desire to further his career.
In 2005, Mr. Roberts accepted a position as a managing director at Smith Barney. He continued in this role when Morgan Stanley acquired the firm in 2009. In 2016, he joined Stifel as managing director of investments. He is now a member of the CR Wealth Management Group.
Under his direction, this small team offers ultra-high-net-worth clients a comprehensive range of services, including investments, estate planning strategies, retirement planning, professional money management, insurance and liability planning, and more. The CR Wealth Management Group works from offices in New York City and Miami.
For Chuck Roberts, knowing that he has made an impact on clients’ lives is the most rewarding part of his career. He takes pride in the trust he has built with his clients and strives for excellence in his work. Integrity, dedication, honesty, and ethical conduct are among his core professional values.
Credentials and Certifications
Mr. Roberts maintains the Series 7 (General Securities Representative) and Series 65 (Investment Advisor Representative) licenses from the Financial Industry Regulatory Authority (FINRA).
Philanthropy
Mr. Roberts gives back to his communities in New York and Miami via his support of the Community-Police Relations (CPR) Foundation. Initially launched in New York City and South Florida, the CPR Foundation takes a grassroots approach to improving trust between communities and law enforcement. As a director-advisor, he supports the nonprofit in organizing wide-ranging outreach initiatives, such as delivering school supplies, feeding families in need, and creating wellness programs. This successful approach has resulted in the foundation expanding to Los Angeles, Chicago, and Camden, New Jersey.
Personal Details
Chuck Roberts lives in Miami Beach with his family. He is married and has three children and is the owner of two pet dogs. In his free time, he enjoys spending time with his family, playing tennis, and traveling. He is a longtime Miami Heat fan and season ticket holder as well.
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