Robb devotes considerable time to getting to know each client and their family. He looks beyond just their financial matters, knowing that doing so gives him a better understanding of their life goals.
He applies his decades of experience to personalizing a financial plan for each client, one that’s designed to help give them an opportunity to achieve their goals. He then builds and manages an investment portfolio that is in concert with their plan. In addition, he advises and helps his clients manage debt, protect themselves with life and long-term care insurance, and leave a legacy through estate planning.
“I want my clients to feel comfortable and confident with their plan. I will always put their best interest first and provide a high level of service,” said Robb.
Before Robb joined Raymond James in January 2020, he was a senior vice president and managing director of investments at Wells Fargo Advisors, where he worked as a financial advisor for more than 23 years. He earned a bachelor’s degree in business administration from Presbyterian College in Clinton, South Carolina.
He has been recognized as a Forbes Best-In-State Wealth Advisor1 for 2018 and 2019. He was also recognized as one of Bank Investment Consultant’s “Top 100 Bank Advisors” in 2016.2
Robb has been active in community and charitable organizations throughout his career. He is a board member and chair of the finance and investment committee of the McLeod Heath Foundation, vice chair and on the board of trustees of Blue Ridge School, a past president and longtime member of the Kiwanis Club of Florence, and a past chair and board member of the Boys & Girls Clubs of the Pee Dee Area.
Robb is from Swainsboro, Georgia, but has lived in Florence, South Carolina, for the past 23 years. He and his wife, Daryn, have two grown children, Elizabeth and Scott. In his free time, he enjoys hunting, fishing, working on his hobby farm, and traveling.
1The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. In 2018, roughly 21,138 advisors nominated by their firms, 2,213 received the award.
This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
2To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing 12-month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: 2015 AUM was defined as the amount an advisor had as of Aug. 31, 2015. Likewise, for T-12 production, the 12-month period ending Aug. 31, 2015, was used.) The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Bank Investment Consultant is not affiliated with Raymond James.
Raymond James is not affiliated with any of the companies mentioned.