Phone: (800) 321-9123


Dave Robertson, CRPS®️

Relationship Manager

David Robertson serves as a Relationship Manager for RAA. Prior to RAA, David spent nineteen years at Fidelity Investments, ADP Retirement Services, and Wells Fargo Advisors, where he was responsible for retirement plan sales for the Midwestern United States. David is a graduate of Western Kentucky University and holds the Chartered Retirement Plans Specialist (CRPS®️) designation.