Meet the Team

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Seymour Slatkin is a Managing Director and Partner of Steward Partners Global Advisory. Seymour started investing his own money in 1982 and started professionally offering his services to individuals and companies in 2001. Since then, he has been helping moms and dads prepare for retirement, get their kids through college, as well as help business owners and small businesses implement retirement plans. He creates customized retirement income strategies and helps his clients retire with confidence. He has become a valued friend and a trusted advisor for his clients in helping them manage the financial risk in their lives.

Prior to joining Steward Partners, Seymour spent 12 years at Wells Fargo as a Managing Director and attained the prestigious designation of Premier Advisor. He has earned and maintains the Accredited Asset Management Specialist® designation. He started his career at A. G. Edwards in 2001.

Prior to working in the financial services industry, he was the co-owner of a business in the printing industry, which operated 24 hours day/5 days per week. He graduated from Rochester Institute of Technology. Seymour grew up in Ventnor, NJ and currently resides in Potomac, MD. He is married with 2 grown children and the cutest, most gentle dog in the world. Seymour enjoys cycling, skiing, and is an automotive enthusiast.

 

 

Seymour Slatkin

Managing Director, Wealth Manager

240-800-3466

seymour.slatkin@stewardpartners.com

 

 

Robert is a Wealth Management Associate and Partner at Steward Partners Global Advisory. Robert works closely with clients throughout the financial planning and investment management process, and is keen on educating clients to better understand the “Whys” around making financial decisions. Robert is a licensed CPA and CERTIFIED FINANCIAL PLANNER™.

Prior to joining Steward Partners, Robert worked as a Senior Consultant with Ernst & Young's Financial Services Office technology advisory group. He graduated from the University of Pittsburgh with a B.S.B.A. in Accounting and a B.S.B.A. in Information Systems. Robert grew up in Potomac, MD and currently resides in Arlington, VA. Robert is an avid triathlete, enjoys cooking, and nice weather walks his dog Rosie.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

 

 

 

Robert Slatkin, CPA, CFP®

Vice President, Wealth Management Associate

240-800-3467

robert.slatkin@stewardpartners.com