Rob Stephenson

Senior Registered Client Service Associate

Rob applies his more than 15 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, he makes it his mission to serve our clients at the highest level.

He is always eager to help the individuals and families our team serves. He makes it his goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.

Rob also assists our financial advisors in planning and building investment portfolios. He holds Series 7, 63, and 66 securities licenses, and life and health insurance licenses.

Prior to joining our team in July 2019, Rob was a Registered Banker at Wells Fargo and an Investment Consultant at Scottrade, Inc. He holds a bachelor’s degree in Finance from University of Alabama at Birmingham.

Rob is originally from Birmingham, Alabama, and now lives in Tuscaloosa. When not in the office, Rob enjoys spending time with his daughter, Sarah, and his dog, Lily. Rob also enjoys outdoor activities and playing guitar.