Robert Smith
Areas of Expertise
Qualifications & Experience
- BA in Political Science, University of North Carolina-Chapel Hill
- Financial Planning Certification, Boston University
- Strategic Decision and Risk Management Certification, Stanford University
Media
Words to Live By
Client Experience Professionals
Team Members
About
Robert brings a unique perspective to his role as a wealth advisor, shaped by 25 years of experience managing and successfully selling multiple companies. His background as a business owner informs his approach to financial planning – particularly for individuals and businesses in rural America, where small and mid-sized enterprises are the foundation of the community.
Robert provides fiduciary advice to both individuals and businesses, with a focus on addressing the complex challenges that come with building and sustaining a successful company and workforce.
Born and raised on a farm in rural North Carolina, Robert is passionate about financial education and frequently shares the importance of early investing with young people – and anyone else who will listen. He and his wife, Candy, have raised two sons and enjoy staying connected to their roots and values.