Robert E. Morrison

CFP®

Chief Strategy and Innovation Officer / Member Owner

We're honored to help clients protect and achieve the things that are most important in their lives. First and foremost, I am a coach helping clients prioritize and take effective action towards the fulfillment of those key goals.

475 Half Day Road Suite 210 Lincolnshire, IL 60069
847.541.6888

Rob has been involved in the financial services industry since 2000. He served as president of Huber Financial Advisors from 2012 until it joined with Savant in 2020 and has been coaching clients since 2001. Rob earned a bachelor’s degree in business with a minor in communications from DePaul University and is a CERTIFIED FINANCIAL PLANNER™ professional. He co-authored the book Victory Lap Retirement, second edition. Rob donates his time as an appointed director of the Western Golf Association, which administers the Evans Scholars Foundation, a private charity that provides full college scholarships to caddies. He also serves as a mentor at Buffalo Grove High School’s entrepreneurship program.

Rob and his wife Emily have three wonderful children and two (mostly amenable) dogs. They enjoy trips to Michigan, sports, theater, and music.


Education &
Designations

  • DePaul University 
    Bachelor’s in Business
  • CERTIFIED FINANCIAL PLANNER™ professional

Affiliations &
Community Service

  • Western Golf Association – appointed director
  • Buffalo Grove High School, entrepreneurship program – mentor

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.