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Our Professionals
Pat Robson Jr B. Patterson “Pat” Robson, Jr., ChFEBC, has been a financial professional for more than 30 years. He is a Chartered Federal Employee Benefit Consultant. Pat holds Series 6 and Series 63 registrations to offer mutual funds, variable products, and unit investment trusts in VA, MD, DC and TX. He is also licensed to sell life and health insurance in VA, MD, DC, and TX.

Pat’s primary clients own closely-held businesses or they are federal employees. He retired from the U.S. Naval Reserve in 1993 as a patrol boat captain. He is active in Civitan on both a local club and a district level and has served more than 25 years on the Greater Richmond ARC’s board of directors.

Ryan A. Klimek Ryan A. Klimek has been a financial professional for nearly 15 years. He holds Series 7 and Series 65 registrations. Ryan specializes in general investing and wealth management.

He is licensed in AL, CA, CO, DC, FL, GA, IN, KY, ME, MI, MA, NJ, NY, NC, ND, PA, SC, TX, UT, VA, WV. He is also licensed to sell life and health insurance. Ryan works with clients of all ages to achieve their accumulation and income objectives.  

In addition to his associate affiliation with Robson Financial Legacies, LLC, Ryan is also the Associate General Manager for Pinnacle First Financial, LLC. Ryan graduated from Virginia Commonwealth University with a degree in Finance. 4405 Cox Road Suite 250 Glen Allen, VA 23060. 804-288-7272

Gray Glass E. Gray Glass, III, CFA, is a Chartered Financial Analyst with more than 45 years of experience, both as a stock analyst and as a financial advisor. Gray holds Series 7, 63 and 65 registrations.

He is a retirement income specialist and a wealth manager. Gray seeks senior clients who need for their assets to outlive them. He also specializes in working with Virginia state employees.

Gray is a U.S. Marine (there’s no such thing as an ex-Marine) and an adjunct instructor for Averett College. He is an avid reader and enjoys working out and long walks. He has been an active Rotarian for 12 years. 4405 Cox Road Suite 250 Glen Allen, VA 23060. 804-288-7272.

 Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Robson Financial Legacies, LLC and Securities America are separate entities.

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