Robert Davidson RICP

Robert Davidson RICP

Financial Services Professional
Office: 210.321.1445
Mobile: 210.410.5760
E-mail:
 

Bob Davidson is in what he refers to as his “retirement career.”  He started in financial services in 1979 in the greater Boston area with Metropolitan Life.  He left MetLife to pursue a career in the technology industry.  Bob returned to the financial services industry when he joined New York Life in 2013, where he concentrates on retirement income planning.   He has qualified multiple times for the Million Dollar Round Table -- recognized internationally as the standard of excellence in the life insurance and financial services business.  

 
In the time between his tenure at MetLife and joining New York Life, Bob spent 25 years in strategic marketing and communications management positions in the technology industry — within advertising agency and corporate headquarters environments.
 
Bob holds a master of science degree in financial services (MSFS®), with a concentration in retirement planning, from the American College of Financial Services; a Retirement Income Certified Professional® designation from the American College; and a bachelor of arts degree in journalism from the University of Massachusetts/Amherst.
 
Bob offers a variety of products that can help you meet a number of insurance and financial needs, including but not limiited to college funding, retirement, managing costs for extended period of care and lifetime income strategies. 
 

 

 

 
 
Contact Info:
Robert Davidson, RICP
Financial Services Professional
License #: 1856980
8000 IH10 West #800
San Antonio, TX  78230
b) 210-321-1445
c) 210-410-5760
rdavidson02@ft.newyorklife.com
[NYLIFE Securities LLC is a New York Life Company.]

 

 

 

 

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