Raymond James / North Atlanta
T 678.259.3900 // M 678.642.2235 // F 833.671.3203
1000 Abernathy Road NE., Bldg. 400 – Suite 1425
Atlanta, GA 30328
Rob is the co-founder and branch manager for FourScore Capital Partners of Raymond James. As a former educator and coach, Rob enjoys working with business owners and corporate executives to help navigate the financial planning and asset management construction and maintenance. Of the many professional accreditations that Rob has received, two are particularly meaningful: the Certified Exit Planning Advisor and the Accredited Investment Fiduciary. The Certified Exit Planning Advisor helps business owners prepare and execute arguably the most important transaction of their financial lives. The Accredited Investment Fiduciary® designation demonstrates the advisor has met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients. Ultimately, our team goal is to provide professional planning and investment advice, sound risk management and personal, efficient service.
Rob entered the financial services industry in 1995. He was a financial advisor and branch manager at Robinson-Humphrey/Smith Barney. Prior to FourScore, Rob served as branch manager for Raymond James in Atlanta for 15 years. Rob has enjoyed the unique opportunity to experience the financial advisory business from the lens of a financial advisor and complex manager. He has hired and trained over 90 financial advisors in the Atlanta community during his tenure in management.
Rob grew up in Virginia Beach, Virginia, and graduated with a BA in economics from The College of William and Mary. While wrestling at William and Mary, Rob was a team captain and earned All-American honors. Rob was named the senior athlete of the year at William and Mary, and he was inducted into the Athletic Hall of Fame in 2000. In 2016, Rob was inducted into the Georgia Chapter for the National Wrestling Hall of Fame as an Outstanding American. After college, Rob taught economics and coached football and wrestling at the Westminster Schools in Atlanta. Rob’s teams had great success at Westminster, winning two state championships in his four years of coaching.
When Rob is not spending time with his wife, Sandy, and their three sons, he is actively serving his community. Rob is a governing board member at Cherokee Town and Country Club. He is also a board member at St. Anne's Terrace. He is president of the Atlanta chapter of the Wrestlers in Business Network and is a community wrestling coach at The Westminster Schools. Rob is a past president of the Buckhead Lions Club and a community coach at Northside Youth Organization. Rob and his family attend St. Anne's Episcopal Church.
Raymond James is not affiliated with any of the companies mentioned.
The 2025 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and inperson due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that 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 approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Compensation provided for using the rating. 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. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
