Robert Whitaker
Series 7 Licensed
Registered Representative
Licensed Insurance Agent since 1988
If the saying, “Experience is the Best Teacher” is true then Rob is exactly who you have been looking for. With over 30 Years of experience in the financial industry. Rob brings a unique perspective to our clients needs. His applied knowledge of Annuities, Life Insurance and Health Insurance are apparent as he navigates complex portfolios with our clients and ties the entire portfolio together.
Starting as an agent in 1988 in Ocala, Florida, Rob went on to become a Branch Sales Manager for a National Insurance Company, building the 3rd largest Branch Office in the company. In 2004 he was promoted to Regional Director and was responsible for all Operation in the south Eastern United States.
Returning to his roots, (The Villages) in 2017, he has quickly amassed a clientele that recognizes and appreciates his “hands on” approach to problem solving and looking at their needs as a big picture.
In 2018 and in 2021, he received the “Award of Excellence” in Financial and Insurance Services” from Advisors Excel.
Rob Married his business partner, Renee, in December of 2018. His daughter Kayla is a graduate of the University of Central Florida and also works in the financial industry.
Experience you can trust, that’s Rob.