Rob specializes in the design and implementation of customized and sophisticated wealth management strategies for his affluent clients. The majority of his clients are physicians, entrepreneurs, business owners, senior corporate executives, professional athletes, and coaches.
Respected for his knowledge of current wealth management issues, Rob has been quoted by The Wall Street Journal and Dow Jones Newswire, has contributed articles on wealth management topics to local, regional, and national publications, was a guest on CNBC’s “Make Your Money Work” segment of their “Power Lunch” program, and was a featured SME speaker at multiple conferences and symposiums. He was named to Medical Economics’ exclusive list of “The 150 Best Financial Advisors for Doctors” and in 2000 received the prestigious “Ticker Ace Advisor of the Year Award for Best Educator” presented annually by the industry renowned Ticker Magazine to one advisor throughout the entire country demonstrating superior proficiency and skill in client education.
Rob is a serial entrepreneur – he founded a business exit plan consulting company, Integritas Transition Consultants, and created The Wealth Empowerment Formula™ – a comprehensive wealth management client advice delivery system.
Prior to joining Apollon Wealth Management, he was the Head of Office / Vice President of a regional office for Goldman Sachs Personal Financial Management, the Managing Director for a regional office for United Capital Financial Advisers, a partner at Compu-Val Investments, Inc. and an adjunct professor at Florida Atlantic University where he taught the CERTIFIED FINANCIAL PLANNER® Professional Education curriculum.
He graduated Summa Cum Laude with a Bachelor’s degree in finance from Indiana University of Pennsylvania and completed a course in
leadership excellence at the University of California at Berkeley. He also completed the CFP® Professional Education Program and the
Accredited Asset Management Specialist Program through the College for Financial Planning in Denver, Colorado.
Rob has participated in and held leadership roles within many different philanthropic and civic organizations and groups.
355 South Main Street, 1st & 2nd Floor
Greenville, SC 29601