Rob began his career in 1992 at Hilliard Lyons after graduating from the University of Kentucky. In 1998, Rob moved to Morgan Keegan where he went on to become a senior vice president and eventually a managing director of the firm. He was also the branch manager of the Lexington Kentucky office for Morgan Keegan from 2008 through November 2016 and led the office through the transition of the merger when Morgan Keegan was acquired by Raymond James in 2012
Rob holds his series 7, 9, 10, 31 and 66 licenses as well as his insurance license. He also has obtained the Wealth Management Specialist, Certified Retirement Planning Counselor® and his Accredited Investment Fiduciary (AIF®) designations. With 30 years in wealth management, Rob offers comprehensive financial planning specializing in asset management, retirement income planning analysis, estate planning and tax advantaged wealth transfer strategies. Rob takes pride in helping individuals and their families identify their monetary objectives and develop a plan to actively and efficiently pursue their goals. Rob also has partnered with the Atlanta Consulting Group to help institutions and non-profits manage their assets and adhere to their IPS and spending policy. Rob was named to the 2021 and 2022 edition of the Forbes list of Best-in-State Wealth Advisors†.
Rob remains active in the Lexington community serving on the board of the Lexington Cemetery after serving for many years on the board of The Lexington School, Greenhouse 17 and the High Street – YMCA. Rob and his wife, Kelly, were also past co-chair the LexArts campaign for the city of Lexington.
Rob and Kelly have three daughters, Carter, Clay and Smith. When not spending time with his family, Rob enjoys traveling the great outdoors and spending time on the golf course.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.
† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and 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 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' 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. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.