Robert Crockem

Background

About Robert Crockem

My civilian career has focused on leading teams of professionals in the financial services industry. I've been fortunate to work with talented, knowledgeable people to help achieve their personal and professional goals through innovative solutions. Currently I am a Sr. Manager with Charles Schwab specializing in the Income & Wealth Solutions. I lead a team of 9 Regional Bond Specialist (RBS) and 2 Associate RBS who have an average of roughly 20 years of financial services experience. We are the premier wealth management partners of our branch network, and we focus our efforts on the more conservative part of a client’s portfolios. Our team asks questions to understand a client’s situation and goals then recommend solutions to meet their diversification, capital preservation, tax efficiency, and income, needs.My military career has focused leading organizations with the Texas Military Department training Soldiers to prepare for their war-time and and homeland security missions. Currently I am the Commanding General at 71st Troop Command. HQ, 71st Troop Command performs command, control, and administrative oversight of subordinate units IOT meet individual readiness, collective training, and training support requirements that prepare Soldiers and units for Federal mobilization and/or Defense Support to Civil Authorities (DSCA).