Robert M. Bailey, an author, capital broker, capital advisor


“Bet on innovators and those (way) away from the crowd, if you want truth and big results in your personal life and professional investments.
-Robert Bailey

TrustedAdvisory provides clients with strategic planning, training, and execution for funding and other growth strategies for working businesses. Prime business for us is medical devices with global distribution and real estate investment in the southeastern United States.

I am a real estate investor/problem solver, advisor, author, and trained speaker on the marketing of financial skill and on rethinking complexity, where this year I partnered with the Palm Beach Office of Burna, LLC a investment bank based in Charlotte, NC. My other work is as a novelist and screenwriter.

As the Managing Director of the Investment Management Institute for 12 years I advised institutional investment professionals on financial marketing. "The Plan: Running The Machine That Runs The World" (Amazon 2016) is based on some of my experiences here. In this suspense novel, a young Wall Street raider launches an intricate campaign to destroy a wealthy patriarch’s empire by manipulating his children.

In commercial real estate I was a broker at GVA/Williams in New York City working on Liberty Mutual and my own accounts in such buildings as The Seagram Building. I have been listed in Who's Who in the East and Who's Who in Advertising. My education includes a BS from Guilford College, a Masters Degree in Journalism from American University, and a Certificate in Finance from the Wharton School.

I have been honored to work with some of the best names in America, many who were speakers over two years at my NYC group, The Breakfast Club.

Trusted Advisory

Robert’s book: The Plan: The Machine that Runs the World

Robert’s book: The Billionaires Little Black Book: The Ultimate Secret Behind Sustainable Wealth

Henna Himanka