Rollins Schultz Rubsamen

Senior Vice President, Institutional Consulting Director

(210) 366-6680(210) 366-6680

An industry veteran, Rollins has dedicated his career to serving affluent individuals, families and institutions in Texas and across the country. He delivers tailored consulting services which include the design of comprehensive investment portfolios, asset protection strategies and wealth transfer planning solutions. Rollins works diligently to demystify investment and planning processes by understanding clients’ goals and values and articulating the key solutions needed to accomplish each goal. Most importantly, he focuses on creating long-term, trusting relationships to help his clients simplify their lives so they may enjoy the wealth they have created.

A graduate of Texas A&M where he earned a degree in Engineering, Rollins served in the military. Both of these experiences taught him many life lessons and deepened his beliefs in valuing people and time. Rollins has developed strong values of discipline and analytical thinking that serve as a solid foundation of his practice. His financial career began as an institutional bond consultant in 1992. He later worked in the trust department at Frost Bank before joining The Quantitative Group at Smith Barney (now Morgan Stanley) in 2003. The Quantitative Group joined Morgan Stanley’s Graystone Consulting division in 2010 and subsequently re-branded to Graystone Consulting – San Antonio.

Throughout his career, Rollins has remained committed to professional development. He completed the Salomon Smith Barney School of Investment Management Specialist program, has earned the Qualified Plan Financial Consultant designation from the National Association of Plan Advisors and is a member of the Association of Professional Investment Consultants and the Investment Management Consultant’s Association. Rollins also holds the FINRA Series 7, 63, 65 and 31 licenses and the Texas insurance license.

Rollins’ commitment to clients is equaled only by his dedication to his family and community. A strong believer in giving back, Rollins actively supports organizations focusing on helping those in need, including Bread for the World, Feed the Children, Children’s Shelter of San Antonio, the Children’s Bereavement Center, and The Children Hospital of San Antonio. A native San Antonian, Rollins and his wife, Heather, enjoy an active lifestyle with their two sons, who are involved in many activities in and outside of school. Favorite leisure activities include reading, exercising and enjoying the outdoors with his family.

Securities Agent: TX, VA, TN, PA, OR, OH, NY, NM, NJ, NE, NC, MT, MO, MA, IL, GA, FL, DC, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1278999

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CRC# 2108324 (06/18)