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Sales Team:

Robert A. Finley, Jr. E-mail Robert Finley's associate Katie Bassett
Senior Vice President
Southwestern Region Sales Representative



Robert comes to us from UBS Global Asset Management where he was a Vice President and Regional Director. He has over 11 years of investment experience in both high net worth retail and institutional markets. Prior to his tenure with UBS, Robert worked at Clarke, Lanzen & Skalla on the wholesale side and The Cambridge Group in Dallas, Texas for 6 years as a Registered Investment Advisor.

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