Bart Roberson is a Leader Formation board member. With over 30 years of investment industry experience, Bart is recognized as an expert in wealth management and financial planning for retiring commercial airline pilots and other high net worth individuals. He recently retired from leading RAA’s senior management team where he was responsible for the day-to-day business operations. He also serves on the firm’s Investment Policy Committee and its Board of Directors. Prior to joining RAA, Bart was part of American Beacon and the American Beacon Funds senior management team as Director of Sales. Bart holds a BBA in accounting from Baylor University and is a licensed Certified Public Accountant.
His professional involvement includes serving on the Board of Directors, Crossfire Ministries as well as Chairman of the Salesmanship Club of Dallas Retirement Plan Committee. He formerly served on the Development Board for Trinity Christian Academy, the Dallas Theological President’s Council and is a past President of the Southwest Benefits Association. Bart was chosen as a “Top 100 Independent Financial Advisor” by Barron’s in 2013.