Meet Our Leaders

Robert M. Drake

Senior Vice President
Divisional Officer

With over 30 years of experience managing sales, marketing and consumer businesses, Bob Drake ensures that US Fiduciary consistently delivers the highest level of service and quality to its clients. His primary focus is in strategic planning, corporate culture, growth and new services.

Bob began his career at Procter and Gamble in 1970 and moved to Revlon in 1977 where he was Central Regional Manager before being promoted to National Accounts Manager for the Eastern U.S. He joined Morgan Stanley/Dean Witter in 1980 spending 17 years there in various senior management roles prior to joining Prudential Securities in 1997. As Regional President for Prudential Securities, he was instrumental in expanding the Mid America and Mid Atlantic regions in both productivity and market share.

Following the merger of Prudential Securities and Wachovia Securities, LLC, Bob served as the Regional President of the Florida Region for the new Wachovia Securities, LLC. In 2004, Bob joined Smith Barney in Houston, Texas as Senior Vice President Complex Manager.

Bob attended the University of Miami prior to graduating from Georgia State University with a Bachelor of Arts degree in Mathematics. Bob is also a Graduate of the Dean Witter/Wharton Management Program and the Securities Industry Institute. He currently serves on the President's Advisory Council at the University of Miami, and has previously served on The Registered Rep Editorial Board and as a FINRA arbitrator. Bob holds his Series 3, 7, 8, 63 and 65 licenses.

He and his wife, Jo, reside in Houston, Texas. They have two grown children, Jennifer and her husband Walter Moran who reside in Alexandria, VA, and Bradley who lives in Chicago with his wife, Melody and their two children, Peter and Harmony.