Over the course of more than 20 years in the financial services industry, Rob Howard has developed a customized approach to advising his clients, built on the experience of his employment with some of the country’s top financial institutions and working with many talented professionals.

Rob’s approach to advising clients begins with understanding the totality of their situation, both as it relates to their financial goals, as well as how their tolerance for risk factors into their decision-making tendencies. He believes that investing the time in getting to know his clients is critical to their success.

In an effort to more deeply serve his clients’ evolving needs, Rob has taken upon himself to earn additional industry-specific designations, including the Chartered Retirement Plan Specialist® certification. He also holds the Series 7 and 66 registrations, as well as Life and Health insurance licenses.

Originally from Tarboro, NC, Rob now lives in Greenville. He graduated from East Carolina University. His career began with Wachovia Securities in 2002, and since that time, his passion for serving his clients’ financial needs has only strengthened.

In his free time, Rob is very involved in numerous local charitable organizations in the Greenville community. He enjoys coaching youth sports, playing golf, and spending time with his wife, Kathy, and their two boys. Rob and Kathy attend First Presbyterian Church and are active in their church’s mission.

CA Insurance License Number: 4022762. Resident State [NC]

Driven by a clear vision and intent, Mitch Jones has established a unique standard for providing an extraordinary level of service to select clients. The focus of his commitment is to provide exclusive privilege and services to an elite group of clientele, of which he has now become known for. Mitch understands high-net-worth families have a unique set of challenges. He works tenaciously to find the right strategies and investments to help advance each client’s needs.

Born and raised in Greenville, NC, Mitch attended the University of North Carolina at Chapel Hill on scholarship. Upon graduation, he began his career with J.C. Bradford & Company, where he was named to their Advisory Council at age 24. Prior to joining Wachovia Securities in 2007, a predecessor firm of Wells Fargo, Mitch had success with PaineWebber and UBS.

Within the firm and throughout the industry, Mitch is proud to have received recognition for his unwavering dedication to his clients’ objectives. Mitch has been recognized on the Wells Fargo Advisors Platinum Council from 2011 - 2024. 

<sub>The 2024 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.  The 2011-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism.  Additional consideration may have included best practices and team structure. 

CA Insurance License Number: 0E41654. Resident State [NC]</sub>

Because of the complexity of many financial situations, Connie Pritchard often works with clients’ attorneys, accountants, and other designated professionals in helping our team design and implement ways a client can pursue specific financial goals.

Connie is a graduate of East Carolina University, where she received a Bachelor of Science in Business Administration with a concentration in Managerial Accounting. She has her Series 6, 7, 63, and 65 securities registrations, as well as her Life & Health Insurance license. From transferring accounts and sending distribution checks to meeting with 401(k) participants, all our clients eventually have personal contact with Connie, and she treats them like she would her own family.

CA Insurance License Number: 0H75266. Resident State [NC]

Fran Watson utilizes a wealth of knowledge and more than 20 years of experience in sharing our team’s passion and commitment for serving others. Her primary focus is working with our clients to help ensure their every need is met completely, professionally, and in a timely fashion.

Along with a Bachelor of Science in Business Administration from East Carolina University, Fran previously held the Series 6 and 63 registrations, along with Life and Health Insurance Licenses. She has earned various titles throughout her career, most notably that of banking officer, assistant vice president, branch manager, and licensed financial specialist. These many roles have helped her develop insights into helping meet the growing needs of our clients. We welcome her commitment to the highest standards of client service, as well as her contagious energy for excellence and natural gift for leadership.

She and her husband, Lee, have two sons, Lee and Parker, both of which she is very proud. Fran is also largely involved in her community and volunteers with several civic and philanthropic organizations.