Acorn Financial Services

All Together. Different.

Hello, I am Robert Lecky and welcome.

As an Acorn Financial Services professional, I am dedicated to helping individuals and businesses build and protect their financial assets.

As a prerequisite for marketing to people like you, I have successfully completed both the FINRA Series 7 and Series 66 examinations.  In addition, I attend on a regular basis industry training and certification programs.

My professional and academic background is as follows:

My financial services career has spanned over 35 years with firms such as Manufacturers Hanover (JP Morgan), Citigroup/Citibank and Credit Suisse First Boston (Credit Suisse).  I have marketed complex financial structures to sophisticated investors.  I also have managed proprietary trading of cash, and exchange-traded and over-the-counter derivatives.  In addition, I have been a senior risk management consultant.  I joined Acorn Financial Services in May 2007, and I am focusing on delivering asset protection and wealth accumulation solutions for high net worth individuals and small businesses.  I graduated from Hampden-Sydney College in 1971 with a BA in History and took graduate courses in business at the University of Virginia.

My experiences have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of products, I first will consider your specific financial goals and investment objectives. Working together, we will formulate a strategy to help you achieve your goals. Then I’ll recommend the appropriate products and services to help you execute your strategy.

Thank you for visiting my website. 
Newsletters

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