Rob Smith's Location
Williamsburg, VA, US
Rob Smith's Work
- Financial Advisor CFP @ Covenant Wealth Advisors
- Investment Advisor @ Charles Schwab
- Investment Representative @ Edward Jones
Rob Smith's 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's Skills
- Financial Planning
- Investments
- Finance
- Wealth Management
- Retirement Planning
- Securities
- Financial Advisory
- Sales
- Certified Financial
- Investment Management
Rob Smith's Summary
Rob Smith, based in Williamsburg, VA, US, is currently a Financial Advisor CFP at Covenant Wealth Advisors, bringing 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 Financial Planning, Investments, Finance, Wealth Management, Retirement Planning and more, Rob Smith contributes valuable insights to the industry. Rob Smith has 2 emails on RocketReach.
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