Robert ReichSenior Financial Advisor
Senior Vice President - Investments
Rob is the leader of our team. He applies more than three decades of financial services experience to every relationship. Rob has been acknowledged as a top financial advisor* and one with strong knowledge of alternative investments. He has received accolades from leading independent financial media organizations, including Barron's1, the Financial Times2, Forbes3, Northern Virginia Magazine Top Financial Professional4, Research Magazine and Bank Investment Consultant5. Wells Fargo Advisors enlists Rob to provide insight to his peers as a regular training and practice management panelist for Wells Fargo Advisors events. He has earned the Premier Advisor6 designation in 2016 from Wells Fargo Advisors.
Rob resides in Old Town Alexandria, Virginia and is an avid reader, oenophile, and cyclist. He and his wife are active in their community supporting a number of different organizations. Rob is currently serving as a board member for the International Social Service USA organization. He is also active with the Davis Phinney Foundation, World Bicycle Relief and College Bound. He and his wife are also active supporters of The Ulman Cancer Fund for Young Adults and the Southeastern Guide Dog School, and regularly host exclusive wine events on behalf of local organizations including Covenant House. Rob attended the Wharton School of Business Senior Financial Planning Program at the University of Pennsylvania.
CA Insurance License #0H03661
1Barron's Top 1,200 Advisors, 2014, 2015, 2015, 2016, 2017, 2018, 2019 The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.
2Financial Times Top 400 Advisors 2015 Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.
3Forbes Best in State Wealth Advisors 2019 Rankings are selected by SHOOK research and chosen based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, Industry experience, Compliance records, Revenue produced, and Assets under management.
4Northern Virginia Magazine Top Financial Professional 2016 annual Top Financial Professionals is a peer-nominated listing. Those professionals who received the most votes by their peers made it to the list. There is no cost for advisors to participate. The rating is not representative of any one client's experience. Investment performance is not an explicit component.
5Bank Investment Consultant Top 50 Bank Advisors, 2012, 2013, 2014, 2015, 2016 Rankings are based on a weighted average of six different variables including assets under management, trailing 12-month production, percentage change in assets under management, percent change in trailing 12-month production-per-AUM, and percentage of business that's fee-based. The ranking is not indicative of past or future investment performance.
6The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.