Robert Kotler

410 427 6439

Robert is a member of RCM&D’s Retirement Services practice and works with a variety of retirement plan types.  As part of the team he works to help design, implement and manage the Retirement Plans of RCM&D clients. 

Robert began his career in financial services in 2000.  Prior to joining RCM&D, Robert has served in a wide variety of roles in the Retirement Plan Services market from administration and service, to sales and consulting.  Robert brings a unique perspective by blending a wealth of knowledge of the complexities of retirement plan design and fiduciary concerns, with a strong client-centric approach.

Robert earned his BA in Economics, Political Science and Public Policy from St. Mary’s College of Maryland and currently holds Series 6 and 63 registered through LPL Financial, and a Series 66 registered through Global Retirement Partners as well as Life and Health Insurance licenses.  Through fi360, Robert has earned the Accredited Investment Fiduciary Designation (AIF). AIF designees receive formal training on investment fiduciary standards of care and represent knowledge of Global Fiduciary Standards of Excellence.

Education & Professional Development
  • St. Mary’s College of Maryland - Economics, Political Science and Public Policy (BA)
  • Series 6 and 63 registered through LPL Financial
  • Series 66 registered through Global Retirement Partners
  • Life and Health Insurance Licenses
  • Accredited Investment Fiduciary® (AIF)

Check the background of this investment professional on FINRA's BrokerCheck..

Areas of Specialty

Blog Posts

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