Rob Burleson, Cfp

Rob Burleson, Cfp Email and Phone Number

Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at KEEL POINT - financial planning - financial advisor - fiduciary - Greenville, NC @ Keel Point
huntsville, alabama, united states
Rob Burleson, Cfp's Location
Greenville-Washington, North Carolina Area, United States
Rob Burleson, Cfp's Contact Details

Rob Burleson, Cfp work email

Rob Burleson, Cfp personal email

n/a
About Rob Burleson, Cfp

Rob Burleson, Cfp is a Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at KEEL POINT - financial planning - financial advisor - fiduciary - Greenville, NC at Keel Point.

Rob Burleson, Cfp's Current Company Details
Keel Point

Keel Point

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Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at KEEL POINT - financial planning - financial advisor - fiduciary - Greenville, NC
huntsville, alabama, united states
Website:
keelpoint.com
Employees:
61
Rob Burleson, Cfp Work Experience Details
  • Keel Point
    Senior Wealth Advisor
    Keel Point Oct 2018 - Present
    View
  • Burleson Wealth Advisors
    Managing Director
    Burleson Wealth Advisors May 2013 - Oct 2018
    Greenville, North Carolina, United States
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Mar 2009 - May 2013
    Greenville, North Carolina, United States
    View
  • Valic
    Senior Financial Advisor
    Valic Mar 1995 - Mar 2009
    Greenville, North Carolina, United States
    View

Rob Burleson, Cfp Education Details

Frequently Asked Questions about Rob Burleson, Cfp

What company does Rob Burleson, Cfp work for?

Rob Burleson, Cfp works for Keel Point

What is Rob Burleson, Cfp's role at the current company?

Rob Burleson, Cfp's current role is Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at KEEL POINT - financial planning - financial advisor - fiduciary - Greenville, NC.

What is Rob Burleson, Cfp's email address?

Rob Burleson, Cfp's email address is rb****@****int.com

What schools did Rob Burleson, Cfp attend?

Rob Burleson, Cfp attended University Of Richmond, Episcopal High School.

Who are Rob Burleson, Cfp's colleagues?

Rob Burleson, Cfp's colleagues are Thomas O'brien, Tucker Braddock, Rhonda Womack, Alex Himmelsteib, Gisle Sorli, Martha Maples, Marissa Taylor, Cfp®, Clu®.

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