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Robert A. Barker III
Private Wealth Financial Advisor
Managing Director - Investments
Background and experience
Rob seeks first to understand clients’ current situation and concerns. He loves the challenge of finding solutions and then making the complex simple. These solutions and ideas form the foundation of the plan and investment strategy. He reviews and adjusts this plan on a timely basis as his clients’ life circumstances and the economic environment change.
Rob began his career in personal finance back in 1995. He spent several years with Fidelity Investments and Goldman Sachs prior to joining Wells Fargo in 2007. He graduated from the University of Utah with a BA in Finance and then received his MBA from the Marriott School of Business at Brigham Young University. He has completed Northwestern University certificate program in Certified Financial Planning.
Away from the office
Rob and his wife, Holly, reside in Bountiful, UT. They have five children, Preston (Hannah), Erika (Thomas), Grant (Jill), Darci, William, and three grandkids, James, Josiah and Clara. They enjoy spending time together whether outdoors, at sporting events, the theater, or a theme park! As a family, they believe in giving back to their community. For the last 16 years, they have spent the second Saturday of the month preparing food for and serving the homeless at St. Vincent DePaul shelter in Salt Lake City, UT.
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