Experienced Houston Sr. Wealth Advisor Robert Barclift Borden
A Certified Financial Planner and Certified Trust and Fiduciary Advisor, Robert Barclift Borden is a former financial planner at Mercer Advisors in Houston, Texas. In this role, he worked primarily with high-net-worth families, business owners, and executives whose assets exceeded $600 million, guiding them in strategies to minimize tax liability and increase earnings. With comprehensive knowledge of corporate retirement planning, Robert Barclift Borden provided services such as estate planning, charitable giving planning, and trust establishment.
Before Mercer Advisors, Mr. Borden served several years as the senior financial planner and chief compliance officer at HFG Wealth Management in The Woodlands, Texas. In addition to creating financial plans and maintaining client portfolios, he wrote quarterly articles for the company's Insight newsletter. He also ensured compliance with all ethical, technological, and communications regulations.
Mr. Borden holds a bachelor of business administration in finance from the University of Texas at Arlington and a master of business administration in management from the University of Houston.
Robert Barclift Borden
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Robert BordenHouston, TX US