Robert Holton is responsible for client relationship development and client service in Cleary Gull’s Wealth Management Group. He advises individuals, closely held business owners and organizations on effective and risk-sensitive financial management of their assets. As a focused advisor to his clients, he understands the unique complexities inherent in wealth management, business ownership and succession planning issues.
Prior to joining Cleary Gull, he was Vice President of La Bri Group of First Allied Securities with a specialization in alternative investments. Mr. Holton previously was Vice President – Sales and Marketing and equity owner of a specialty recruiting firm in Milwaukee.
He earned his Bachelor of Arts degree from the University of Minnesota – Twin Cities and his Master of Business Administration from Marquette University. He also earned the Certified Wealth Strategist® designation from The Cannon Financial Institute.
Mr. Holton is currently a board member of the Society of Financial Service Professionals – Milwaukee. He is also a member of the Membership Committee for the Milwaukee Estate Planning Forum. He is a frequent speaker on the topics surrounding successful families in business and has been published locally, nationally, and internationally.