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550 Bailey Avenue, Suite 700, Fort Worth, TX 76107

817-339-3424
TheRobinsonPetronisGroup@rwbaird.com
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We Stay Focused on Market Trends, so You Don't Have To

Our Mission

Our Mission

We believe that integrity is a core value and critical to the foundation of our team. Our integrity has driven us to build a business based on honest communication, a transparent process, and a long-term commitment to client success. It is our mission to use this integrity based approach alongside our philosophy for managing wealth to help our clients reach their financial goals.

What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Financial Planning

  • Asset Allocation
  • College Funding
  • Insurance Needs Analysis
  • Executive Benefit Planning 
  • Business Succession Planning

Estate & Tax Planning

  • Estate Plan Reviews
  • Modeling of Planning & Wealth Transfer Techniques
  • Charitable Giving Strategies
  • Tax Return Reviews
  • Technical Research Analysis

Retirement Planning

  • Saving Strategies
  • Goal Setting
  • Distribution Planning
  • Tax Strategies
  • Planning Strategies for Social Security & Healthcare

And More

Want to learn more? We have a wealth of resources.

Our Experts

Paul Robinson

Paul Robinson

Director: Private Wealth Management

817-339-3414

Andrew Robinson

P. Andrew Robinson, CFP®

Senior Vice President: Private Wealth Management

817-339-3424

Savannah Petronis

Savannah Petronis, CFP®

Vice President: Private Wealth Management

817-339-3408

Rachel Florence, CPWA®

Rachel Florence, CPWA®

Financial Advisor

817-339-3459

Catherine McGrath

Catherine McGrath, WMCP®, CFP®

Client Planning Specialist

817-339-3494

Debbie Hurley

Debbie Hurley

Senior Client Specialist

817-339-3438

See the Whole Team

Bull & Baird: Inside Out

We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.
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Have You Planned for Every Season of Retirement?

Retirement isn’t a monolithic stage of life – it has its own seasons, each with its own financial considerations.
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