In his more than 21 years in the financial services industry, Robert has continually refined his comprehensive approach to financial planning. 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 formed 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, and achieved the Premier Advisor Designation from 2003 to 2015.
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.
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.