Rob joined the Brightworth team in the fall of 2020 and served as an Investment Operations Analyst. His responsibilities included maintaining the portfolio management software, assisting with daily trading, and generating reports for client portfolios. Rob moved to the planning team at the beginning of 2022. His passion to help clients reach financial confidence and maintain their wealth is what drives him to be a financial planner.
Prior to joining Brightworth, Rob spent time interning with Morgan Stanley. He graduated from the University of Georgia in Athens, GA with a Bachelor of Business Administration in Finance from the Terry College of Business. He is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification.
Rob lives in Atlanta and enjoys spending his time on the golf course, with friends, and cheering on the Dawgs!