About

Robert Broadnax

Founder & Chief Executive Officer

May 2019

Robert Broadnax was granted a full-tuition academic scholarship to attend Northeastern University in Boston, Massachusetts. He graduated with a Bachelor of Science in Business Administration and a concentration in Finance. Initially, he explored different academic paths, including chemistry with aspirations of becoming a dermatologist, and courses in web and graphic design. However, inspired by the financial challenges he witnessed in his family during his childhood as his father owned a business, Robert shifted his interest towards financial management.

After earning his undergraduate degree, he ventured into finance roles at renowned banking institutions like J.P. Morgan and M&T Bank. Specializing in Treasury, he later took on positions at global technology, industrial, and retail companies such as Comcast, GoDaddy, Solenis, and Gap. During his tenure at Comcast, he serendipitously encountered the life insurance industry, which held personal significance due to his upbringing by a widowed father after the loss of his biological mother to terminal illness at the age of three, followed by his stepmother’s similar fate at age 24.

Beyond his professional life, Robert is known for his passionate and caring nature, characterized by a vibrant personality. He’s a motivator who encourages others to reach their full potential and thrives on connecting with individuals from diverse backgrounds. Currently residing in Phoenix, Arizona, he balances his work with relaxation, reading, writing, travel, and socializing. Additionally, he’s an avid car enthusiast and closely follows developments in the finance and insurance industries, as well as the global macroeconomy.