Stifel Managing Director/Investments Chuck Roberts
A financial advisor with over 30 years of experience, Chuck Roberts is a Managing Director/Investments at Stifel and a member of Stifel’s Chairman’s Council. Since 2016, he has led The CR Wealth Management Group, a nine-member team within Stifel with offices in New York City and Miami Beach.
Chuck Roberts serves ultra-affluent individuals as well as business owners, families, corporations, pension plans, endowments, foundations, and non-profit organizations. He and his team focus on providing their diverse clientele with an exceptional wealth management experience.
Mr. Roberts and The CR Wealth Management Group prioritize objectivity, simplicity, and the highest degree of personal service in their work with clients. They leverage the resources at Stifel to provide financial planning, retirement planning, educational planning, and charitable planning, while also helping clients manage employee stock option plans.
Previously, Chuck Roberts was a managing director at Morgan Stanley and Smith Barney for nearly 11 years before he joined Stifel in 2016. He began his career as a financial advisor in 1990 at Lehman Brothers.
Chuck Roberts earned a Bachelor of Science in Business Management and Economics from Stony Brook University. He lives in Miami Beach with his wife, three children, and their two loyal dogs, Sebastian and Nola. He is a fan of the Miami Heat and enjoys vacationing in Mykonos and St. Barts in his free time.
*For 2022 qualification, Stifel’s Chairman’s Council consisted of 359 of the firm’s top-producing financial advisors from among its approximately 2,300 financial advisors across the nation.