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Robert Benton Location
Charlotte, NC, US
Robert Benton Work
Managing Director and Co-Founder, Financial Advisor with Cardinal Legacy Wealth Advisors @ (August 2024 - Present)
Managing Director, Financial Advisor @ (November 2021 - August 2024)
Senior Vice President - Investments @ Wells Fargo Advisors (December 2005 - November 2021)
Financial Advisor @ Morgan Stanley (August 1997 - December 2005)
Robert Benton Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.) (English)
1987-1992
Robert Benton Skills
Investments
Retirement Planning
Asset Allocation
Mutual Funds
Securities
Investment Strategies
Alternative Investments
Retirement
Equities
Project Management
Business Development
Strategic Planning
Writing
Usa
Merchandise
Booking Systems
Customer Relations
Help Desk Support
Promotional
Public Speaking
Suppliers
Human Resources
Insurance
Related Matters
Titles
Quotas
Windows
Sales
Community
Fishing
Kitchen
Operating Systems
Logistics
Customer Satisfaction
Troubleshooting
Business Services
Home
Mortgage Lending
Detail
Refinance
Advertising
Software
Written
Lenovo
Concerts
Toshiba
Microsoft Office
Paper Work
Microsoft Word
Fashion
Canada
Lake Homes
Microsoft Excel
Retail Sales
Furniture
Stress
Agents
Complaints
Customer Service
Mitsubishi
Hunting
Production Schedules
Surveying
Internet Access
Accessories
Novelty
Management
Staff Development
Appraisals
Problem Solving
Comedian
Calls
Communication Training
Cutlery
Payroll
Checking
Wells Fargo
Employee Benefits
Deliveries
Loans
Robert Benton Summary
Robert Benton, based in Charlotte, NC, US, is currently a Managing Director and Co-Founder, Financial Advisor with Cardinal Legacy Wealth Advisors at Cardinal Legacy Wealth Advisors. Robert Benton brings experience from previous roles at Winget Benton Wealth Management of LPL Financial, Wells Fargo Advisors and Morgan Stanley. Robert Benton holds a 1987 - 1992 Bachelor of Arts (B.A.) in English @ University of North Carolina at Chapel Hill. With a robust skill set that includes Investments, Retirement Planning, Asset Allocation, Mutual Funds, Securities and more. Robert Benton has 2 emails and 2 mobile phone numbers on RocketReach.
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