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Robert Gross

Financial Planner & Investment Advisor

Robert is a financial planner and investment advisor at First State Financial Services.  He has a Series 7 and Series 66 certification and is also a Texas CPA.  Robert distinguishes himself by using a personalized and comprehensive approach.  He analyzes the big picture, encompassing all areas of your unique financial situation.  One size does NOT fit all.    

Robert is a native Athenian graduating from Athens High School.  He later graduated from Stephen F. Austin State University.  He brings 20 years of financial experience and will provide a comprehensive approach to financial planning and investment advising.  Robert's past experience included being a CFO for a large privately held organization where he oversaw the private shareholder's extensive investment portfolio and created complex estate and tax planning strategies.

Robert and his wife live in Athens, with their 2 daughters.  They enjoy traveling and spending time together.  Robert also enjoys hunting, fishing and golf.                                                        

Meet Our Leadership

say hello to our team

  • Lisa Muirhead
    Lisa Muirhead Assistant Cashier, Loan Administrative Assistant
  • Lee Tackett
    Lee Tackett Senior Vice President / Branch Manager
  • Sue Cardin
    Sue Cardin Vice President / Branch Manager
  • Joshua Holt
    Joshua Holt Vice President of Information Technology
  • Kyle Roberts
    Kyle Roberts Investment Executive
  • Julie Armstrong
    Julie Armstrong Vice President / Branch Manger
  • Jess Laird
    Jess Laird President and CEO
  • Jason Hayes
    Jason Hayes Vice President and Controller