Robert joined the WBR team in 2010 and assists with all aspects of client service, including investments, trading, research and portfolio construction, and analysis. Robert received his AA degree at East Central Community College, where he was also a member of the golf team. He earned his BBA in Accounting from Mississippi State University-Meridian. Robert had worked for 7 years for a local bank in the wealth management division and served as Trust Officer for 3 of those years, where he assisted with wealth planning and asset management for individuals, businesses, estates, and foundations. Robert holds his FINRA Series 7, 63, and 66 securities registrations through Raymond James and has over 20 years of experience in the industry.
Outside of work, Robert enjoys hunting, fishing, reading, guitar, and golf. He shares the WBR vision of working hard to improve the lives of our clients and the community we serve.