Robert E. Morrison

CFP®

Chief Experience Officer / Member Owner

We're honored to help clients protect and achieve the things that are most important in their lives. First and foremost, I am a coach helping clients prioritize and take effective action towards the fulfillment of those key goals.

475 Half Day Road Suite 210 Lincolnshire, IL 60069
847.541.6888

Rob is Savant’s Chief Experience Officer and works in our Lincolnshire, IL office. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional, Rob is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Rob has been involved in the financial services industry since 2000. He served as president of Huber Financial Advisors from 2012 until it joined with Savant in 2020 and has been coaching clients since 2001.

Rob co-authored the book Victory Lap Retirement, second edition, and contributed to Retirement Heaven or Hell: Which Will You Choose? He donates his time as an appointed director of the Western Golf Association, which administers the Evans Scholars Foundation, a private charity that provides full college scholarships to caddies. He also serves as a mentor at Buffalo Grove High School’s entrepreneurship program.

Rob earned a bachelor’s degree in business with a minor in communications from DePaul University. He and his wife Emily have three wonderful children and two (mostly amenable) dogs. They enjoy trips to Michigan, sports, theater, and music.


Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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