Robert Stern

Senior Vice President

+1 972) 701-3049

About

Robert Stern is a Senior Vice President and Private Wealth Strategist for Wealth Management at Jefferies. In this role, he designs and implements custom wealth strategies aligned with the unique complexities of his ultra-high net worth and family office clients. Robert brings an invaluable legal and financial perspective to planning, critical in addressing the intricacies of trust and estate planning, executive compensation, concentrated stock holdings, business succession, and philanthropic strategy. Robert has more than 25 years of experience in estate, tax, and financial planning. Prior to Jefferies, Robert was an ultra-high net worth strategist at RBC Wealth Management, where he partnered with corporate executives, entrepreneurs, and multi‑generational families on tailored planning solutions. Prior to that, he served as a wealth strategist at J.P. Morgan Private Bank, where he advised clients on integrating investment, tax, and estate considerations into cohesive long‑term plans. Robert has also held positions with Fidelity Investments, New York Life Insurance, and UBS. He began his career as an attorney before shifting to financial services. Robert holds a Juris Doctor from Brooklyn Law School, and a Bachelor of Arts in Economics from the College of the Holy Cross. He is a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA®).

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