WILLARD ROBERTSON

LPL FINANCIAL ADVISOR

Willard is an LPL Financial Advisor with the Pence Financial Group, L.L.C.’s South Florida division. Client service is a hallmark of Willard’s career. He has an established history of understanding his clients’ objectives and working closely with them to pursue their goals.

To his practice as a financial advisor, Willard brings a 25+ year experience as a Louisiana attorney, having served hundreds of corporate and individual clients of all backgrounds. His previous practice concentrated on corporate litigation and complex multi-jurisdictional transactions as well as individual estate and financial planning (including financial advice and planning incidental to his legal practice).

Willard has a Juris Doctorate from Tulane University, School of Law in New Orleans, Louisiana, having graduated cum laude in 1995. Prior to that he received his Bachelor of Science degree in Business Administration & Finance from the University of New Orleans in 1992.

Willard is a Florida citizen, living full time in Boca Raton.

The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances. Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.

DRYDEN PENCE

Chief Investment Officer

JOHN SWIFT

LPL Financial Advisor

DARREL MARKLEY

LPL Financial Advisor

DANIEL PENNANT

LPL Financial Advisor

CHERYL MARKLEY

Client Service Manager

LARISSA LEA

Client Service Assistant

BRITTANY WRIGHT

Client Service Specialist

JACKIE SAVANH-ARSLAN

LPL Administrative Solutions Consultant