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MassMutual financial professional.

Brian M. Robertsemail

  • Professional Story

    Brian Roberts, CEO of Synergy Wealth Solutions, is a passionate leader for one of the largest MassMutual firms in the Midwest. He leads with compassion to motivate, empower, and inspire high performers.

    Brian began building his financial services practice over 20 years ago with the goal to positively impact those he works with. He built a successful wealth management practice over the years helping families reach their financial goals and pushing them to achieve personal happiness and success.

    With his driven attitude and desire to help others, Roberts was a five-time Advisor of the Year for MassMutual St. Louis most recently in 2015, a top 125 Nationally Ranked Advisor for MassMutual several years in a row (2010-2015), and a Million Dollar Round Table Qualifier (2002).  

    As a top advisor, Brian always knew he wanted to make a bigger impact. He took this desire to be in leadership and co-founded R&F Financial Group. As a Sales Manager, he was nationally ranked as the #1 Sales Unit in the West Region for MassMutual and qualified for the Sales Management Council 12 consecutive years (2003-2015).

    With a history of doing all that he could for his clients and a proven track record of success as a sales leader, Brian Roberts was afforded the opportunity of a lifetime to become CEO of two of the largest MassMutual offices in the Midwest.

    He jumped at the opportunity to take his passion to lead and help others on a greater scale. He now leads Synergy Wealth Solutions, which has become one of the largest offices in the MassMutual system with over 200 advisors, staff, and brokers covering a five-state region. Synergy Wealth Solutions helps individuals, families, and businesses with insurance, investments, and comprehensive financial planning. Within the first three years as CEO of Synergy Wealth Solutions, the firm has been named on the St. Louis Best Places to Work List, St. Louis Business Journal’s Largest Insurance Brokerage Firms, Investment News Best Places to Work for Financial Advisors, was recognized as a Chairman’s level firm and one of MassMutual's Top Firms in the country.

    Outside of work, Roberts’ life is devoted to his family and community. He and his wife, Kylee, have two amazing children, Kendall and Brock, that are the light of their lives. They love spending time hunting on their farm or boating at their lake house. They live with the core values of selflessness and humility and are passionate about giving back. They created two foundations for charitable giving scholarships so that two candidates a year can go to college; the Friends of Cale Estabrook Scholarship Fund and the Mitch Roberts Memorial Fund. He loves coaching, mentoring, and spends his time volunteering as a youth coach. He also serves on the Board of Fellowship of Christian Athletes and trains a Servant Leadership Program through his church.

  • Languages:
    • English

  • Credentials:
    • CFS®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies

Check the background of this investment professional on FINRA's BrokerCheck

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