Rob Kaercher Email & Phone Number
Wealth Manager @ Smith + Howard Wealth Management, LLC
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Rob Kaercher Location
- Atlanta, GA, US
Rob Kaercher Work
- 2010 - now Wealth Manager @
- 2002 - 2009 Wealth Portfolio Manager, Vice President @ Wachovia, A Wells Fargo Company
- 1999 - 2002 Portfolio Manager, Assistant Vice President @ Wilmington Trust
Rob Kaercher Education
- Penn State University
MBA (Finance)
- West Virginia University
B.S. (Forest Resource Management)
Rob Kaercher Skills
- Wealth Management
- Investment Strategies
- Retirement Plan Consulting
- Portfolio Management
- Estate Planning
- Pensions
- Financial Services
- 401k
- IRAs
- Investment Management
- Alternative Investments
- Financial Advisory
- Strategic Financial Planning
- Trusts
- ETFs
- Strategic Financial
- Structured Notes
- Retirement Plan
Rob Kaercher Summary
- Rob Kaercher, based in Atlanta, GA, US, is currently a Wealth Manager at Smith & Howard Wealth Management, LLC. Rob Kaercher brings experience from previous roles at Wachovia, A Wells Fargo Company and Wilmington Trust. Rob Kaercher holds a MBA in Finance @ Penn State University. With a robust skill set that includes Wealth Management, Investment Strategies, Retirement Plan Consulting, Portfolio Management, Estate Planning and more. Rob Kaercher has 2 emails and 1 mobile phone numbers on RocketReach.
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