Robert T. Agnew, Jr., CIMA®, CRPS®
Senior Financial Advisor
Bob provides wealth planning services to affluent families and individuals, private foundations and company retirement plans. He is one of a select group of Financial Advisors from Wells Fargo Advisors Financial Network eligible to act as a discretionary portfolio manager in the Private Investment Management (PIM) Program. He has over 30 years of experience in the investment industry. He affiliated with the Wells Fargo Advisors Financial Network in 2007, and subsequently formed Agnew Wealth Management, LLC. Before that, he was with UBS Financial Services for 16 years and the Investment Division of BBVA Compass Bank working as a bond specialist. Bob is a charter member of the Sunrise Rotary Club of Birmingham which supports numerous charitable and educational programs locally and internationally.
Robert Agnew, III
Acting as a financial advisor, Robert assists millennial investors in starting and building their wealth for the future. He graduated from Auburn University in 2011 with a Bachelor of Science in Building Construction. He worked as a job cost estimator on a variety of international and local projects for construction companies in Atlanta and Birmingham. He joined the Agnew Wealth Management team in February of 2014. Robert is active in various charitable endeavors, including serving on the Junior Board of Better Basics, and participating in fund-raising events for other nonprofit foundations.
Sue Ann Smith
Sue Ann serves as the team's Client Associate, handling all administrative and operational tasks. She assists the team in providing personalized service to each client. In her more than 25 years in finance, real estate and business, Sue Ann has worked for many companies including Coopers & Lybrand, Crescent Real Estate Equities and Coldwell Banker. Sue Ann holds bachelor's and master's degrees in Economics from Florida State University. She lives in Vestavia Hills with her four teenagers, and enjoys traveling and spending time at the beach.