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 @ Covenant Wealth Advisors
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1999 - 2004 Investment Advisor @ Charles Schwab
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1997 - 1999 Investment Representative @ Edward Jones
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1979 - 1997 Nuclear Planner @ Newport News Shipbuilding
1974 - 1979 Officer @ US Navy
1974 - 1979 Lieutenant @ US Navy

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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

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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 2 mobile phone numbers on RocketReach.

Rob Smith Emails

Found 3 emails

Rob Smith Phone Numbers

Found 3 phone numbers

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Top Covenant Wealth Advisors Employees

Matt Brennan

Financial Planner and Investment Advisor at Covenant Wealth Advisors

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W Hurt

Wealth Manager at Covenant Wealth Advisors

Richmond, VA, US
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Megan Waters

Financial Advisor at Covenant Wealth Advisors

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Rob Smith

Financial Advisor CFP at Covenant Wealth Advisors

Williamsburg, VA, US
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Cecilia Mahan

Paraplanner at Covenant Wealth Advisors

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Jonathan Posey

Financial Planning Intern at Covenant Wealth Advisors

Blacksburg, VA, US
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Terri Miller

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