Rob Smith Email & Phone Number
Financial Advisor CFP @ Covenant Wealth Advisors
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Rob Smith Location
- Williamsburg, VA, US
Rob Smith Work
- 2005 -now Financial Advisor CFP @
- 1999 -2004 Investment Advisor @
- 1997 -1999 Investment Representative @
- 1979 -1997 Nuclear Planner @ Newport News Shipbuilding
- 1974 -1979 Officer @
- 1974 -1979 Lieutenant @
Rob Smith Education
- The College of William and Mary
Master of Business Administration (MBA)
1988-1990 - United States Naval Academy
Bachelor of Science (BS) (Bioscience)
1970-1974
Rob Smith Skills
- Strategic Financial Planning
- Estate Planning
- Certified Financial Planner
- Retirement Planning
- Portfolio Management
- Investment Strategies
- Investment Advisory
- Investment Management
- Finance
- Financial Advisory
- Wealth Accumulation
- Financial Planners
- Mutual Funds
- Customer Service
- Wealth Management Services
- Wealth
- Financial Analysis
- Asset Allocation
- Income Protection
- Securities
- High Net Worth Individuals
- Wealth Management
- Investments
- Retirement
- Fixed Annuities
- Pensions
- Inheritance Tax Planning
- Personal Financial Planning
- Holistic Financial Planning
- Financial Planning
- Sales
- Certified Financial
- Personal Financial
- Strategic Financial
- Microsoft Office
- Holistic Financial
- High Net Worth
- Business Development
- Strategy
Rob Smith Summary
- Rob Smith, based in Williamsburg, VA, US, is currently a Financial Advisor CFP at Covenant Wealth Advisors. Rob Smith brings experience from previous roles at Charles Schwab, Edward Jones, Newport News Shipbuilding and US Navy. Rob Smith holds a 1988 - 1990 Master of Business Administration (MBA) @ The College of William and Mary. With a robust skill set that includes Strategic Financial Planning, Estate Planning, Certified Financial Planner, Retirement Planning, Portfolio Management and more. Rob Smith has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Covenant Wealth Advisors Employees
Mark Fonville
Chief Executive Officer
Richmond, VA, US
Rob Smith
Financial Advisor CFP
Williamsburg, VA, US
Anthony Castaldi
Business Operations Manager
Leesburg, VA, US
Aidan Banner
Paraplanner
Richmond, VA, US
Jonathan Posey
Financial Planning Intern
Blacksburg, VA, US
Matt Brennan
Financial Planner and Investment Advisor
Reston, VA, US
Megan Waters
Financial Advisor
Richmond, VA, US
Terri Miller
Client Services Manager
Williamsburg, VA, US
Owen Gilchrist
Wealth Management Intern
Boston, MA, US
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