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

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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