It is my honor to introduce our newest member, Robert Gilmore. Robert is Senior Wealth Manager at Trutina Financial. His classification is Financial Advising and Wealth Management, and his membership has been sponsored by Terry Van Nostrand.
Robert grew up in the Dallas area and attended Southern Methodist University, where he played on the football team and earned degrees in finance and English.
Robert started his career in finance as a derivatives analyst for Bank of America in New York and Charlotte. How he ended up at Bank of America is a tale of serendipity. One day he was walking across campus after football practice and ran into a gentleman who could not find his parked car, which Robert of course assisted him with finding. Turns out this person was recruiting SMU students for Bank of America at a career fair and wondered why Robert was not at the fair, which naturally had something to do with football practice. One thing led to another and after graduation, Robert was working with Bank of America in NYC in derivatives.
Problem was, after four years with Bank of America the Great Recession came along and delivered a knockout blow to derivatives trading. Robert had to pivot and decided to get into personal financial planning. He headed back to Texas and took a position with USAA. Experiencing some challenges with its Seattle operations, USAA transferred him here in 2011 to help get their Seattle region back on track, which he did by 2017 when he transitioned to Charles Schwab to work as a financial consultant. In 2020, he started with Trutina, where his clients are small business owners who he assists with wealth management and retirement planning services.
Robert met his wife, Heidi, here in Seattle where she is a nurse with UW Medicine. They have two children, Robert III who is four, and Celina who is two. Between family and the office, Robert is more than fully employed! And if any of you are looking for an impossible task, then you can take on the challenge of converting Robert from a Cowboy fan into a Twelve.
Please join me in welcoming our newest member, Robert Gilmore!
