The Executive Benefits Team at OneDigital Announces the Addition of Sam Robert

The Executive Benefits Team at OneDigital Announces the Addition of Sam Robert

Author Executive Benefits Team
Date February 2, 2022

The Executive Benefits Team at OneDigital announced the addition of Sam Robert as Vice President – Retirement.

Executive Benefits Team member Sam Robert
Sam Robert

Sam comes to the team with more than 20 years of experience in the financial industry, which includes fifteen-plus years of targeted experience in executive benefits and nonqualified deferred compensation plans. Prior to joining The Executive Benefits Team at OneDigital, Sam was a Relationship Manager, working at two of the industry’s largest nonqualified plan recordkeepers.

“Sam joins the team with unparalleled client service experience and a unique ability to develop close client relationships. With his extensive nonqualified executive benefits experience, Sam will have an immediate and positive impact on the Executive Benefits Team and its clients,” said Atlanta-based, Senior Vice President – Retirement, Steve Broadbent.

Bruce Brownell, Senior Vice President – Retirement and one of the founders of the team, has partnered with Sam on executive benefits projects over the years. Bruce said, “We are fortunate to find a deep subject matter expert, with many years of high-level client service.”

Sam, who is based in the Dallas/Fort Worth area, will serve the executive benefits needs of clients nationwide.

About OneDigital

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, business of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 2,800 advisors to deliver the most modern and intuitive customer experience anywhere in the industry. Investment advice is offered through OneDigital Investment Advisors, an SEC- registered investment adviser and wholly owned subsidiary of OneDigital.

OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit www.onedigital.com.


Learn more about all of the customized and comprehensive solutions available through OneDigital Insurance, Financial Services and HR Consulting.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.

Securities offered through Valmark Securities, Inc. (VSI), a member of FINRA and SIPC. Investment advisory services offered through Valmark Advisers, Inc. (VAI), an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI are separate entities from OneDigital.

Unless otherwise noted, VAI/VSI is not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

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