Meet Rob
Rob is a Sr. Wealth Advisor based in Dallas, Texas. He joined Mercer Advisors through the acquisition of Quest Capital Management, Inc. where he served as a Sr. Wealth Advisor since 1994 and was a shareholder since 2012. Rob is a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management Analyst®. He earned a BBA degree in finance from the University of Oklahoma.
Best Financial Planners & Top Wealth Managers – Awards & Events
Rob’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Rob has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Complexities of inherited wealth, from taxes to legacy
- For business owners, advice on selling your business to help maximize value — and plan what comes next
His working style
Rob starts by establishing the goals and priorities for each client. He maintains a calm demeanor throughout the process, which helps give clients reassurance.
Rob in real life
What keeps you busy outside of work?
Most of my free time is spent with friends and family. I also enjoy golf and University of Oklahoma sports.
What’s one thing you are surprisingly good at?
Playing guitar.
Why do you like working at Mercer Advisors?
Every firm decision comes down to one question, “How will this make the lives of our clients better?”
D Magazine Best Financial Planners
Nominating financial planners must:
- Be a Certified Financial Planner in good standing.
- Be a member of the Financial Planning Association.
- Currently practice within our geographic boundaries (view here). In addition to those listed, financial planners can also practice in Tarrant County.
The staff does not count:
- Self-nominations
- Duplicate ballots
- Nominees outside of our geographic boundaries
Independent Panel Review:
- The remaining votes are vetted by an anonymous panel of esteemed Certified Financial Planners. The panel changes periodically to ensure consideration is impartial.
D Magazine editors finalize the list by verifying each financial planner’s:
- CFP status
- FPA membership
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Rob’s Teammates
Kalita Blessing
Partner
What Rob Says
Kalita focuses on the big picture. Her experience and perspective are unparalleled.
Connor Thomas
Wealth Advisor
What Rob Says
Connor is unselfish in all that she does. She is the ultimate multi-tasker and a real blessing to her clients.
Jackie Schlup Daniels
Principal
What Rob Says
Jackie always takes a very friendly, positive approach with her clients, and offers a real source of comfort.
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