About Us

Robert Von Gerds

Financial Professional
Phone: (513) 400-4032
Fax: (513) 762-7724

Robert Von Gerds is a Retirement Benefits Specialist, Tax Shelter Plans with Equitable Advisors.

Rob joined AXA Advisros LLC., in 2003, and since then has earned numerous company awards including the Divisional Leaders Corps. as a member of the Retirement Benefits Group, a specialized division of Equitable Advisors.

Rob's responsibilities include working with teachers and staff of local area schools and non-profit organizations to help them address their retirement and estate planning strategies. He creates suitable financial strategies and offers a wide variety of financial products and services. 

Rob uses his expertise to educate his clients about their financial concerns such as, Tax-Sheltered Retirement Savings, income needs during retirement, life insurance and financial protection. "My business partner, Matt Gates, and I feel that it is important to stay abreast of your investments and financial situation. To that end, I am available on-site at your school several times a year. I also encourage my clients to meet with me on a regular basis for their periodic financial reviews."

Rob holds his FINRA Series 7, 63, and 65 registrations and his Life & Health License. He is active in both community and professional associations, including Crayons to Computers, and a Freestore for teachers. He is an Eagle Scout and is a member of the National Eagle Scout Association.

Mr. Von Gerds graduated from Xavier University with a Bachelor of Arts in International Affairs and a minor in Economics. 

 

Retirement Benefits Group is a specialized division of Equitable Advisors.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0F79253

Arkansas Insurance License #: 12345

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

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