Financial Advisor
LPL Financial
CERTIFIED FINANCIAL PLANNER®
Rob enjoys helping clients clearly understand their present financial picture and really take charge of their future by working together to develop a plan that is personalized to their unique situation. Rob understands that when his clients commit to their financial plan, their lives can change for the better. Seeing that change and the confidence that it can provide to clients is what excites him about the work he does.
Rob is a Wealth Advisor with Karis Jones Wealth Management, LLC who is dedicated to providing comprehensive individualized advice for our clients. This advice is focused on asset preservation and enhancement through the implementation of risk managed investment strategies and the selection of qualified investment managers. Rob works carefully with each client to develop a sound financial plan that can help them navigate difficult markets, give them financial confidence, and assist them in working towards their long-term goals.
Rob began his career as a financial advisor in 1999 and in 2005 started helping clients of Fidelity Bank. Rob is a graduate of Auburn University where he received his Bachelor of Science degree in Marketing. He is also a graduate of Oglethorpe University's Professional Financial Planner Program and has earned the CERTIFIED FINANCIAL PLANNER™ designation.
Rob lives in Suwanee, Georgia with his lovely wife Cindy and their lab named Sharky. Rob is a native of Atlanta and a proud Falcons fan.
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