Self-Directed Retirement Plan Administrator AdvantaIRA Trust Promotes Doug Robertson to Sales Manager

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Doug Robertson has been promoted to Sales Manager of AdvantaIRA Trust, LLC headquartered in Fort Myers. He has been with the nationwide self-directed IRA administrator for six years.

Doug Robertson, AdvantaIRA Trust, Advanta IRA, Self-directed IRA

Doug Robertson

We are happy to have Doug back in our Fort Myers office. He brings a lot of knowledge and expertise to our sales team and I know he will be a valuable asset.

Doug Robertson has been promoted to Sales Manager of AdvantaIRA Trust, LLC headquartered in Fort Myers. He has been with the nationwide self-directed IRA administrator for six years.

Robertson is originally from Florida. He attended the Lutgert College of Business at Florida Gulf Coast University where he received his Bachelors of Science Degree in finance. Shortly after graduating he began working at the AdvantaIRA Trust corporate office. His first position with the self-directed IRA firm was as an entry-level associate in accounting. Robertson then transitioned into performing transactions before he found his niche in sales.

Once he discovered his passion for sales Robertson was promoted to senior sales associate. Soon after, he received his designation as a Certified IRA Services Professional (CISP) from the Institute of Certified Bankers. He was then given the opportunity to move to Miami to pursue sales at the AdvantaIRA Trust South Florida office. Robertson quickly excelled with sales and was promoted to the position of Miami Regional Sales Manager and worked on the east coast for a little over 2 years.

After his success in Miami, Robertson was asked to come back to the Fort Myers corporate office and oversee sales for the company. He was recently promoted to Sales Manager of AdvantaIRA Trust, LLC. “We are happy to have Doug back in our Fort Myers office,” says Dave Owens, managing partner at AdvantaIRA Trust. “He brings a lot of knowledge and expertise to our sales team and I know he will be a valuable asset.”

About AdvantaIRA Trust    

AdvantaIRA Trust is a self-directed IRA administrator that provides tax-deferred and tax-free investment opportunities, superior customer service, and educational tools to assist investors in realizing the maximum benefits possible within IRAs. AdvantaIRA makes it easy to use self-directed retirement plans to invest in assets that the individual investor knows, understands, and can control. To learn more visit www(dot)AdvantaIRA(dot)com.

About Dave Owens

Dave Owens is the managing partner at AdvantaIRA Trust in Fort Myers, Miami, Gainesville, New England, and the Florida Panhandle. Owens opened the AdvantaIRA Trust headquarters in Fort Myers, FL in 2003. His background as a certified public accountant, combined with a long history of personal retirement self-direction, provides his audiences and clients with solid advice and practical solutions to their IRA investment questions. Dave holds a BS in accounting from Purdue University. He also earned the prestigious Certified Exchange Specialist designation through the Federation of Exchange Accommodators.

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Brenda Whetsell
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