SR
Sam Robert
Vice President - Retirement at Onedigital | Executive Benefits
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Work Experience
Vice President - Retirement
Jan 2022 - Present · 2 years and 11 months
Dec 2006 - Jan 2022 · 15 years and 1 months
Senior Relationship Manager
May 2011 - Jan 2022 · 10 years and 8 months
Account Manager - Clark Consulting
Dec 2006 - Apr 2011 · 4 years and 4 months
Company Details
EXECUTIVE BENEFITS SOLUTIONS This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein. ____________________________________________________________________________ Securities offered through Valmark Securities, Inc. (VSI), a member of FINRA and SIPC. Investment advisory services offered through Valmark Advisers, Inc. (VAI), an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI are separate entities from OneDigital. Unless otherwise noted, VAI/VSI is not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document. Third-party posts do not reflect the views of ValMark Securities, Valmark Advisers or OneDigital and have not been approved prior to posting. Neither Valmark Securities., Inc., Valmark Advisers, Inc. or its representatives offer tax advice. ____________________________________________________________________________ OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver a modern and intuitive customer experience. MORE:  onedigital.com.
Year Founded
2007
Social Media
Linkedin
Industry
Financial Services
HQ Location
801 N Orange Ave Suite 820 P. O. Box 3191 (ZIP 32802-3191) Orlando, Florida 32801, US
Keywords
Supplemental Executive Retirement Plans SERPs409ANonqualified Plan Funding SolutionsNonqualified Deferred Compensation NQDCDeferred Compensation PlansExecutive Benefit PlansExecutive Benefits BenchmarkingExecutive Benefit ConsultingRetirement Readiness
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