About Us | Leadership | Robert Morales
Robert Morales
Head of Wealth Products

As Head of Wealth Products, Robert leads product strategy and development across the Advisor Private Client Group, the Momentum Independent Financial Advisor Network, and Correspondent Firms. He oversees the strategic vision, development, and growth of the firm’s wealth management offerings, helping advisors meet the holistic needs of their clients.

Career Highlights

  • Joined Hilltop Securities in December of 2020
  • Over 20 years of experience in the financial services industry
  • Prior to joining HilltopSecurities, held various senior leadership roles in Wealth Management and Retirement Services at Transamerica, USAA and Placemark Investments (now Envestnet)

Education

  • B.A., Accounting Finance, California State University – San Bernardino
  • MBA, Virginia Tech University
  • Securities Industry Institute, The Wharton School of Business

Current Affiliations

  • Member of the Financial Planning Association
  • Financial Services Institute Advisory Board Council Member

Registration & Qualifications

  • Holds FINRA Series 7, 24, 52, 53, and 66 licenses
  • Certified Financial PlannerTM
  • Accredited Investment Fiduciary

Get to Know Robert

19
time Ironman Finisher and World Championship Finisher
4
members of my wonderful family
2
financial planning-related patents contributed
"What you do has far greater impact than what you say."
Stephen R. Covey
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