Bob Martin Email & Phone Number
Managing Director and Financial Advisor @ Cary Street Partners
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Bob Martin Location
- Roanoke, VA, US
Bob Martin Work
- 2022 -now Managing Director and Financial Advisor @
- 2019 -2022 Managing Director @ Dixon Hubard Feinour & Brown
- 2018 -2019 Chairman of the Board @ Dixon Hubard Feinour Brown
- 2016 -2019 Chairman of the Board @ Old Dominion Capital Management, Inc.
- 2012 -2019 President @ Middleburg Financial
- 2001 -2012 Senior Vice President and Managing Director @
Bob Martin Education
- College for Financial Planning
AWMA® and FPQP® designations from the College For Financial Planning
2006-2006 - Hampden-Sydney College
BA (Managerial Economics)
1980-1984
Bob Martin Skills
- Wealth Management
- Investment Management
- Risk Management
- Investments
- Commercial Banking
- Small Business Lending
- Loans
- Portfolio Management
- Financial Services
- Credit
- Private Banking
- Financial Analysis
- Credit Analysis
- Consumer Lending
- Finance
- Alternative Investments
- Treasury Management
- Mortgage Lending
- Estate Planning
- Loan Origination
- Commercial Mortgages
- Lines Of Credit
- Investment Strategies
- Wealth
- Real Estate
- Retail Banking
- Underwriting
- Mutual Funds
- Financial Risk
- Asset Allocation
- Strategic Financial Planning
- Asset Management
- Retirement Planning
- Credit Risk
- Investment Advisory
- Cash Management
- Securities
- Cross Selling
- Series 63
- Financial Advisory
- Management
- Leadership
- High Net Worth Individuals
- Wealth Management Services
- Series 7
- AWMA and RP designations from The College of Financial Planning
- Relationship Management
- Mortgage Banking
- Banking
- Commercial Lending
- Services
- Marketing
- Strategic Planning
- Business Strategy
- Social Media
- Union
Bob Martin Summary
- Bob Martin, based in Roanoke, VA, US, is currently a Managing Director and Financial Advisor at Cary Street Partners. Bob Martin brings experience from previous roles at Dixon Hubard Feinour & Brown, Dixon Hubard Feinour Brown, Old Dominion Capital Management, Inc. and Middleburg Financial. Bob Martin holds a 2006 - 2006 AWMA® and FPQP® designations from the College For Financial Planning @ College for Financial Planning. With a robust skill set that includes Wealth Management, Investment Management, Risk Management, Investments, Commercial Banking and more. Bob Martin has 1 emails and 1 mobile phone numbers on RocketReach.
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