Robert joined HB in July 2025. He is a Wealth Advisor responsible for providing investment and wealth planning advice to business owners and their families, along with their trusts, estates, retirement plans, and foundations. In conjunction with HB, he provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multi-generational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses.
Before joining HB, Robert spent six years with Bernstein Private Wealth Management in Atlanta. He brings deep experience from his prior role as a Wealth Advisor, primarily serving business owners, their families, retirement plans, and foundations.
An engaged member of the Greenville, SC community, Robert recently served as President of the Christ Church Episcopal School Alumni Association, where he helped foster meaningful alumni engagement and supported the organization’s mission alongside a dedicated team of volunteers. He will continue to serve in a leadership role as Past President in the coming year.
Robert earned his Bachelor’s degree in English with a concentration in Writing & Publication Studies from Clemson University and went on to receive his International Master’s in Business Administration from the University of South Carolina. He is registered with FINRA.
Robert’s passions, which include sports, hunting, fishing, and conservation work, are seasonal by nature and keep him looking forward to each rotation around the sun. He finds the most joy in fellowship and sharing his love for the outdoors with others — especially his wife (Hannah), son (Robert), daughter (Leigh), and black lab (Boozie).