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About Us | Leadership | Robert Morales
Robert Morales
Head of Advisory Services and Products

As Head of Advisory Services and Products, Robert leads the strategy, development, and expansion of the wealth management products and services offerings to help advisors meet the holistic need of their clients across the Advisor Private Client Group, the Momentum Independent Financial Advisor Network, and Correspondent Firms.

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

Current Affiliations

  • Member of the Financial Planning Association

Registration & Qualifications

  • Holds Series 7 and 24
  • Certified Financial PlannerTM

Get to Know Robert

15
time Ironman 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
John R. Muschalek
John R. Muschalek
President, Momentum Independent Network
Scott McCaffrey
Scott McCaffrey
Managing Director, Head of Momentum Independent Network
Matt Rupert
Matt Rupert
Head of Wealth Management Sales Supervision
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