Robert Bolt, MBA, CLU®, RICP® in

Robert Bolt, MBA, CLU®, RICP®

Examiner · DISC type sc
Partner and Private Wealth Advisor at Symphony Financial
📍 Greater Chicago Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
40 Years
Current Role
Partner and Private Wealth Advisor
Job Level
Junior
Location
Greater Chicago Area, United States
Personality Overview

How Robert shows up

Late Adopter
Tough To Convince
Unexpressive

They do not like taking risks at all and go for proven options in the end. They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Robert cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2020
Partner and Private Wealth Advisor
Symphony Financial
1-2009
Wealth Management Advisor - Estate and Business Planning Specialist
Northwestern Mutual
1-2007 - 1-2008
Senior Business Development Officer
GoldenTree Asset Management
1-2000 - 1-2006
Senior Vice President and Division Head - ESOP Group
Bank of America Merrill Lynch (ABN AMRO/LaSalle Bank NA)
1-1997 - 1-2000
Director
Societe Generale Corporate and Investment Banking - SGCIB
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1984 - 1986
Master of Business Administration - MBA
The University of Chicago Booth School of Business
1979 - 1983
Bachelor of Science - BS
Purdue University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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