Robert Vincent is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has been involved with Vincent Group Inc., a tax and accounting firm, since 2017, where he works as a tax accountant and engages in budgeting and strategic planning. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with a range of portfolio management and financial planning services, combining models managed internally, by third parties, and by advisors under discretionary authority.

Robert Vincent is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining AE Wealth Management, he has been involved with Vincent Group Financial Services since 2022 and has served as President and CEO of Vincent Group Inc., a tax, accounting, insurance, and annuity sales firm, since 2008. Additionally, he is vice president of RRD Financial Services, a retail income tax preparation business, and a partner in Big Ernie's Fireworks, a retail sales venture. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach that includes model portfolio solutions, discretionary asset management, financial planning, and plan services, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.