Robert Allman, CFA, currently serves as a Wealth Manager and Branch Principal at Raymond James Investment Services, a position held since January 2017, where independent financial advice and comprehensive wealth management services are offered to a diverse clientele. Prior to this role, Robert was a Partner at Artorius Wealth from June 2015 to December 2016, specializing in wealth management for high net worth (HNW) and ultra-high net worth (UHNW) clients with a focus on financial planning and investment strategies. From March 2007 to June 2015, Robert was a Private Banker and Vice President at Barclays Wealth, advising HNW clients and charities while contributing to the UKPB National Investment Committee. Robert holds a Bachelor of Science (BSc) in Chemistry from the University of Bristol, which was completed between 2000 and 2003.
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