Bernard has earned the Certified Retirement Planning Counselor and Accredited Asset Management Specialist designations that have assisted in portfolio development, research, risk management and the development and achievement of client goals.

 Previously, Robertson served as Managing Director of the Private Client Group at a boutique investment firm in New Orleans following his successes as a financial advisor with Smith Barney and prior to assuming the role of Senior Financial Advisor with Merrill Lynch in 2008. Also in 2008 Robertson lead the formation of the Bird, Brauninger, and Robertson advisory group as the partnership formed and the group transitioned their business to Bank of America Merrill Lynch.

Bernard began his financial services and advisory career in 2005 at Legg Mason Wood Walker—a Super Regional Advisory firm that was acquired by Citi Smith Barney in 2006, through the advisory associate program. 

An offensive tackle at Tulane University, Bernard blocked for fellow future NFL players Shaun King, Mewelde Moore, Patrick Ramsey, and J.P. Losman to name a few.  Bernard, a four-year starter who started all but one game in his college career, was named to the Conference USA All-Freshman Team, twice named Conference USA First-Team All-Conference and was an All-American selection his senior season.  He was selected by the Chicago Bears in the 5th round of the 2001 NFL Draft and played 3 years for the Bears before joining the Buffalo Bills for one season, and the Oakland Raiders for another.  He has been inducted into the Tulane Athletic Hall of Fame as an individual in 2007 and again with his teammates on the historic 1998 Undefeated Team in 2008. In 2013, he was named to the All-Dome team honoring the best players in Tulane’s history in the Superdome.

Robertson holds an EMBA with a concentration in Business Growth from Babson College, Master’s degree in Business Administration, with a Global Business concentration from Tulane University’s A.B. Freeman School of Business, and a Bachelor of Science degree with a double major in Sports Medicine and Sociology from Tulane University. In 2008, New Orleans City Business honored him as one of its “Innovators of the Year” along with his fellow Urban League Young Professionals

Additionally, Robertson serves in a variety of civic leadership roles including as an executive board member for the Louisiana Council for Economic Education, the co-founder and past President for the Treme Charter School Association, and as President Emeritus of the NFL Players Association New Orleans Chapter. Bernard was recently elected as Board president of Flyte Financial Coaching, is a Son of a Saint Mentor and Board Vice President of Blessed 26.  

In his personal life, Bernard credits education, family, and faith for his success. The Robertson family stays busy with education, sports, and giving back to the community.