As an intern, Robert specializes in running reports through Riskalyze and Morningstar to help assess client portfolios. Robert also works closely with the advisory team and enjoys knowing that his efforts help clients achieve their financial goals and dreams. Having recently graduated from the University of South Carolina with a degree in finance and marketing, Robert has been with our firm since July of 2016. He already holds his FINRA Series 7 license and is currently studying for the Series 66.
Originally from Charlotte, North Carolina, Robert enjoys watching sports, playing on a softball team, and reading books. Though this might be attributed to his love for coffee, he usually has a rotation of four books going at any given time. Robert is also an avid traveler and has visited 17 countries around the world. Outside of the office, he is actively involved in his local community and recently began volunteering at the Metropolitan Area Neighborhood Nutrition Alliance (MANNA) in Philadelphia.