Pivot Investment Planning, LLC

Robert Blount is a financial advisor at Pivot Investment Planning, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Valmark Securities, Lion Street Advisors, and Transamerica Financial Advisors. Outside of his advisory role, Blount serves as Vice President of Lake Livingston Telephone Company and is Treasurer and a board member of The Order of the Alamo, a nonprofit organization. Pivot Investment Planning is a small registered investment adviser serving individual and high-net-worth clients with ongoing portfolio management and written Investment Policy Statements. The firm advises on a broad range of investments and employs multiple analytical approaches, managing discretionary accounts with monthly monitoring and reporting.

Daniel Blecher is a financial advisor with Pivot Investment Planning, LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Merrill from 2015 to 2024. Blecher is also a licensed insurance agent. Pivot Investment Planning is a small registered investment adviser serving individual and high-net-worth clients with portfolio management and written Investment Policy Statements. The firm advises on a range of investment types and employs multiple analytical approaches, managing discretionary accounts with both long-term and active trading strategies.