Rob Rooney, CLU®, ChFC®, LUTCF® in

Rob Rooney, CLU®, ChFC®, LUTCF®

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Dedicated Life Consultant at Saybrus Partners
📍 Fort Worth, Texas, United States

Rob Rooney is a Dedicated Life Consultant at Saybrus Partners, specializing in life insurance strategies for high-net-worth clients. He supports the Edward Jones channel across North and West Texas and holds CLU®, ChFC®, and LUTCF® designations from The American College of Financial Services.

An alumnus of Centenary College of Louisiana, Rob was a member of the Theta Chi Fraternity. His professional content often emphasizes the importance of financial planning for growing families, suggesting a personal value placed on family security and well-being.

In a previous role, he built a sales territory from the ground up, generating a pipeline of over $800K in annualized premiums in just six months.

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Experience
23 Years
Current Role
Dedicated Life Consultant
Job Level
Senior
Location
Fort Worth, Texas, United States
Personality Overview

How Rob shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rob cares about

High-Net-Worth Planning
Experienced in estate planning, business planning, and advanced life insurance solutions tailored for high-net-worth individuals and their families.
Advisor Partnerships
His career focuses on partnering with and supporting financial advisors, currently within the Edward Jones channel, to serve their clients' needs.
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Career

Work history

7-2023
Dedicated Life Consultant
Saybrus Partners
8-2014 - 8-2023
Dedicated Life Consultant
Prudential Financial
3-2011 - 8-2014
Field Sales Associate
State Farm Insurance
1-2010 - 10-2010
Sales Vice President
Highland Capital Brokerage
1-2002 - 10-2009
Senior Wealth Management Consultant
Phoenix Life Insurance
In the press

Media appearances

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Education
2009 - 2014
CLU®
The American College
2009 - 2013
ChFC®
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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