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Rob May
Fisher Investments Vice President
Serving Delafield/Wisconsin
Rob May has over 14 years as a financial services professional, and has been with Fisher Investments since 2010. Rob spent 12 years with Morgan Stanley Smith Barney in a variety of positions including Wealth Advisor, Registered Retirement Planning Specialist, National Training Director, Branch Manager, and ultimately, First Vice President. He can review your current financial situation and goals, and help determine whether Fisher Investments is the right fit for you.
Working With Your Regional Vice President
As your first point of contact at Fisher Investments, your Regional Vice President will hold an in-person meeting to discuss your needs and desires for retirement. With a thorough understanding of your situation, your Regional Vice President will share how Fisher Investments can build an investment strategy tailored to meet your retirement goals.
If you decide Fisher Investments is a good fit for you, your Regional Vice President will guide you through the process of becoming a client. He will offer resources Fisher makes available to clients like you, including live seminars and quarterly reports. He will also introduce you to your Investment Counselor, who will be your dedicated contact on your journey as a Fisher Investments client.
For more information about Fisher Investments, please visit the official company website.
Working With Your Regional Vice President
As your first point of contact at Fisher Investments, your Regional Vice President will hold an in-person meeting to discuss your needs and desires for retirement. With a thorough understanding of your situation, your Regional Vice President will share how Fisher Investments can build an investment strategy tailored to meet your retirement goals.
If you decide Fisher Investments is a good fit for you, your Regional Vice President will guide you through the process of becoming a client. He will offer resources Fisher makes available to clients like you, including live seminars and quarterly reports. He will also introduce you to your Investment Counselor, who will be your dedicated contact on your journey as a Fisher Investments client.
For more information about Fisher Investments, please visit the official company website.
What are the Advantages of the Private Client Group?
Proactive Customer Service
Tailored Portfolio Strategy
Ongoing Education
Visit Fisher Investments to learn how we can help you achieve your financial goals or contact Rob May directly:
