Shad Robertson CFP®, CLU®

Agency Partner

Shad Robertson began his career in the life insurance business in 1993. Since then, he has been a sales manager, a General Agent, and in private practice as a financial services professional. Shad enjoys working with his clients on comprehensive planning by taking a look at the total financial picture in order to provide sound advice in all areas of their financial needs. Shad graduated from Texas Tech University with a Bachelor of Business Administration in Finance. In 2000, he obtained his certification as a Certified Financial Planner, as well as receiving the designation of CLU from The American College.

Raised in Big Spring, Texas, Shad and his wife Angela currently reside in Weatherford, Texas. Their two children, daughter Karley and son Braden, are currently attending Texas A&M University. Like many Texans, Shad enjoys hunting and fishing in his spare time, as well as spending time with his family.

Dallas Office:  972-348-6393
Fort Worth Office:  817-334-2357
Cell:  817-905-2927


Shad Robertson is a registered representative of and offers securities, investment advisory and financial planning through MML Investors Services, LLC, Member SIPC. Supervisory Office: 10000 North Central Expressway, Suite 1200, Dallas, TX 75231, 972-348-6300.



CRN201811-186991

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