Robert D. White - Managing Director of Financial Planning

Robert joined Cornwell Jackson in early 2007 as the managing director of the firm’s financial planning practice Legacy Assurance Wealth Management, L.P. (Legacy Wealth Management). As the leader of the practice, Robert provides comprehensive financial planning services for the firm’s wealth management clients, specializing in designing, implementing and maintaining comprehensive financial plans for clients with the goal of maximizing their personal net worth.

Robert’s primary areas of expertise include investment planning and income management. By working closely with his clients, Robert adapts his services and approach to achieve their unique goals for financial success, creating customized investment portfolio strategies and solutions that meet each client’s individual need.

In addition to his role as managing director of the firm’s financial planning practice in the Dallas area, Robert is also the managing director of the firm’s Legacy Wealth Management office located in Houston, Texas. Beginning his career in financial planning in 1988, his prior work experience includes six years in the Treasury Department of Pennzoil, where he monitored cash flow receipts and disbursements for the Fortune 500 Corporation.

Robert, his wife Margaret and their three children reside in New Caney, Texas. In his spare time he enjoys running, golfing, traveling and participating in church-related activities.