Bob M.

Bob M. Email and Phone Number

Managing Director & Financial Advisor, Cary Street Partners @ Cary Street Partners
richmond, virginia, united states
Bob M.'s Location
Roanoke, Virginia, United States, United States
Bob M.'s Contact Details

Bob M. personal email

About Bob M.

Managing Director & Financial Advisor with Cary Street Partners. I have over 20 years of experience in the wealth management industry working with individuals, families, businesses, foundations and endowments along with leading wealth teams. I am motivated by the opportunity to support my clients in helping them achieve their financial goals and objectives through collaborative planning and investing.If you are interested learning more about Cary Street Partners and our process, please send me a LinkedIn message or contact me directly at robert.martin@carystreetpartners.com.

Bob M.'s Current Company Details
Cary Street Partners

Cary Street Partners

View
Managing Director & Financial Advisor, Cary Street Partners
richmond, virginia, united states
Website:
carystreetpartners.com
Employees:
41
Bob M. Work Experience Details
  • Cary Street Partners
    Managing Director And Financial Advisor
    Cary Street Partners Jul 2022 - Present
    Roanoke, Virginia, United States
    View
  • Dixon Hubard Feinour & Brown
    Managing Director
    Dixon Hubard Feinour & Brown Aug 2019 - Jul 2022
    Roanoke, Virginia Area
  • Dixon Hubard Feinour Brown
    Chairman Of Board
    Dixon Hubard Feinour Brown Apr 2018 - Jul 2019
    Roanoke, Virginia Area
  • Old Dominion Capital Management, Inc.
    Chairman Board Of Directors
    Old Dominion Capital Management, Inc. Jun 2016 - Jul 2019
    Charlottesville, Virginia
  • Middleburg Financial
    President
    Middleburg Financial Dec 2012 - Jul 2019
  • Suntrust Bank, Private Wealth Management
    Senior Vice President & Managing Director
    Suntrust Bank, Private Wealth Management Jan 2001 - Nov 2012
    View

Bob M. Skills

Wealth Management Commercial Lending Banking Investments Commercial Banking Small Business Lending Loans Portfolio Management Financial Services Credit Series 7 Private Banking Financial Analysis Credit Analysis Consumer Lending Investment Management Finance Alternative Investments Treasury Management Mortgage Lending Risk Management Estate Planning Loan Origination Commercial Mortgages Lines Of Credit High Net Worth Individuals Investment Strategies Wealth Real Estate Retail Banking Underwriting Wealth Management Services Mutual Funds Financial Risk Asset Allocation Awma And Rp Designations From The College Of Financial Planning Strategic Financial Planning Asset Management Relationship Management Retirement Planning Credit Risk Management Investment Advisory Cash Management Mortgage Banking Securities Cross Selling Series 63 Financial Advisory Leadership

Bob M. Education Details

Frequently Asked Questions about Bob M.

What company does Bob M. work for?

Bob M. works for Cary Street Partners

What is Bob M.'s role at the current company?

Bob M.'s current role is Managing Director & Financial Advisor, Cary Street Partners.

What is Bob M.'s email address?

Bob M.'s email address is ro****@****ail.com

What schools did Bob M. attend?

Bob M. attended Hampden-Sydney College, College For Financial Planning.

What skills is Bob M. known for?

Bob M. has skills like Wealth Management, Commercial Lending, Banking, Investments, Commercial Banking, Small Business Lending, Loans, Portfolio Management, Financial Services, Credit, Series 7, Private Banking.

Who are Bob M.'s colleagues?

Bob M.'s colleagues are Maria Claiborne, Jen Smith, Jeffrey Welch, Riku Sato, Russell Stewart, Erik Jones, Mary Kelly.

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