Activate map
Specialties
We specialize in providing appropriate investment advice based on a client’s investment objectives and risk tolerance. We also pride ourselves in delivering an exceptional client experience by giving first class service while being available for any questions or concerns that needs our immediate attention.
History
Established in 2009.
Robert Disman, Branch Manager has been providing investment advice in Las Vegas since 1981. He left Merrill Lynch during the recent economic meltdown to start his own office with a firm that recognizes the importance of providing clients the best investment opportunities available while offering exceptional service. Since he opened his office, 2 of the finest investment advisors have joined him. Derek Uehara CFP, MBA, also from Merrill Lynch and Jim Chapkis from Edward Jones. Together they have created an environment where clients can come and feel comfortable that when they discuss their particular objectives there are qualified advisors that are ready and able to help by listening to their concerns and implementing an investment strategy that will accomodate them.
Meet the Manager
Robert D.
Manager
Robert Disman has been offering investment advice in Las Vegas since 1981. Prior to that time he was a high school teacher with the Clark County School District. This experience has provided him with the unique ability to take complex investment strategies and explain them in a manner that allows everyone the opportunity to participate in all their investment decisions. Mr. Disman received his degree from The University of Oregon in 1977 and moved with his wife, Yvonne, to Las Vegas shortly thereafter. They have a daughter and a son that both grew up in Las Vegas.
Throughout his career, Mr. Disman has received many awards and accolades. Prior to joining Raymond James Financial Services he was a Vice President and Senior Financial Advisor at Merrill Lynch where he earned their proprietary designation of Certified Financial Manager and received the credentials that provided him the opportunity to be a Branch Manager.