Professional
Robert Gorman was appointed Field Director in 2008. Previously he had served as our College Unit Director since 2005. He sees the organization as one big family and is focused on building client relationships as well as recruiting and developing the next generation of leaders.
Robert has received the professional certification of CERTIFIED FINANCIAL PLANNER ™ (CFP®).
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Robert is proud to be certified by the Certified Financial Planner Board of Standards Inc. (CFP Board) as a financial planner who is committed to competent and ethical behavior when providing financial planning. To be certified by the CFP Board, Robert has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.
Robert has also received the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College.
Chartered Life Underwriter (CLU)
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for individuals involved with the protection, accumulation, preservation and distribution of the economic values of human life. For agents, field managers, home office personnel, and others involved in the provision of life insurance to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism.
Chartered Financial Consultant (ChFC)
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Robert Gorman.
Associations and Memberships
Million Dollar Round Table (MDRT)
Robert is a Million Dollar Round Table (MDRT) Member since 2010. MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
Member of the National Association of Insurance and Financial Advisors (NAIFA)
Member of the South Carolina Chamber of Commerce
Member of the Small Business Committee, South Carolina Chamber of Commerce
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