In his more than 30 years in the financial services industry, Robert has continually refined his comprehensive approach to financial planning. He also always knew he wanted to be in finance, even starting in high school. Robert has always been focused on this and continually improved his education and skill in this area.
He takes great care in helping individuals and families accumulate and preserve wealth with practical investment strategies. Whether you want to build a legacy or create a retirement plan that fits your life, he is committed to helping you get there.
Robert founded Arco Capital Partners in 2015. Prior to that, he served various roles with Wachovia and Wells Fargo Advisors (Wells Fargo acquired Wachovia in 2008), as an Investment Advisor.
Education
A graduate of the University of North Carolina at Charlotte, Robert holds a Bachelor of Arts in economics and a Bachelor of Science in business administration with a concentration in finance. He holds Series 7, 8, 31, 63, and 65 licenses, as well as life, health, and long-term care insurance licenses.
Outside the Office
Robert is a UNC Charlotte Foundation board member, is very active in support of the university and its athletic programs, and is also a member of the Charlotte Economics Club. He and his family attend Hickory Grove Baptist Church.
Originally from the mountains of Western North Carolina, Robert lives in Charlotte with his wife, Paige, and their daughters, Kendall and Riley.