Our Associates

As a Senior Financial Advisor and Managing Director - Investments at Wells Fargo Advisors, Robert, along with his colleague and eldest daughter, Alex, works with a select group of clients nationwide as a trusted advisor to their financial lives. His practice leverages the vast resources of Wells Fargo Advisors in order to provide custom wealth management solutions.

Robert graduated from the University of Georgia in 1981 with a bachelor’s degree in Business Administration. After a successful career as a business owner and manager for over 20 years, he sold his business in 2005 and began his investment career in 2006. He has since established a successful twenty-year career as a financial advisor. As a second generation business owner who has grown, managed, and sold a family business, Robert now focuses on helping business owners and their families identify solutions to help with business growth, succession, and wealth transfer to future generations.

Robert has served on numerous civic, educational, and philanthropic boards. Originally from Georgia, he and his wife Claire now live in Vero Beach, Florida, where they love living beach-adjacent with their labradoodle, Poppy. They have two wonderful daughters, Alex and Carol

As a Financial Advisor, Alex, along with her colleague, Robert, works with a select group of clients nationwide as a trusted advisor to their financial lives. Her practice leverages the vast resources of Wells Fargo Advisors in order to provide custom wealth management solutions.

Alex graduated from the University of Georgia in 2010 with a bachelor’s degree in Art History. After a career in education that involved establishing and growing her own business in supplemental academic support in a private school system over 12 years, she moved to Florida in 2022 to make a career change, joining Morgan Stanley in a financial planning role that served eight branches and its advisors. Following her tenure at Morgan Stanley, Alex joined Wells Fargo Advisors as a Financial Consultant.  Alex joined Robert as his colleague and fellow financial advisor the following year, using their experiences in business ownership, education, and as family to support their clients in business growth, succession, and wealth transfer to future generations.

Originally from Georgia, Alex now lives in Vero Beach, Florida, with her chocolate labrador, Weezie, and golden retriever, Moose.