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Robert Maund, Cfp® Email & Phone Number

Managing Director at Chilton Trust Company at Chilton Trust
Location: Charlotte, North Carolina, United States 7 work roles 2 schools
1 work email found @wellsfargo.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@wellsfargo.com
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Current company
Chilton Trust
Role
Managing Director at Chilton Trust Company
Location
Charlotte, North Carolina, United States
Company size
40 employees

Who is Robert Maund, Cfp®? Overview

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Quick answer

Robert Maund, Cfp® is listed as Managing Director at Chilton Trust Company at Chilton Trust, a with 40 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Robert Maund, Cfp®.

Robert Maund, Cfp® previously worked as Managing Director and Senior Advisor at Chilton Trust and Managing Director and Head of Private Wealth at Lakeview Capital Partners, Llc. Robert Maund, Cfp® holds Bachelor’S Degree, Business Administration from Auburn University.

Company email context

Email format at Chilton Trust

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*@wellsfargo.com
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Profile bio

About Robert Maund, Cfp®

As a leader, relationship builder, listener, and a Certified Financial Planner professional with over 30 years experience in the financial services industry, Robert is passionate about helping individuals, families and family offices achieve their financial objectives. Robert has consistently built trusted relationships with clients over the course of his career with First Union, RBC, Wachovia, Wells Fargo, Abbot Downing, and now with Chilton Trust Company. Specializing in private wealth management for the last 25 years, Robert has served as a trusted advisor to clients across the U.S. with net worth ranging from $10M-$1B+, delivering advice and solutions with integrity, transparency and creativity.

Listed skills include Wealth Management, Asset Management, Commercial Banking, Portfolio Management, and 22 others.

Current workplace

Robert Maund, Cfp®'s current company

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Chilton Trust
Chilton Trust
Managing Director at Chilton Trust Company
new york, new york, united states
Website
chiltontrustcompany.com
Employees
40
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Company profile
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7 roles

Robert Maund, Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Director And Senior Advisor

Current
Chilton Trust

Charlotte, North Carolina, United States

Mar 2022 - Present

Managing Director And Head Of Private Wealth

Lakeview Capital Partners, Llc

Charlotte, North Carolina, United States

Managing Director & Head of Private Wealth at Lakeview Capital Partners, a registered independent advisory firm that specializes in providing comprehensive private wealth management advice and services to high net worth individuals, families, and family offices.

Apr 2021 - Mar 2022

Managing Director, National Markets

Abbot Downing

Charlotte, North Carolina Area

National business development executive, supporting 13 offices across the U.S. for Abbot Downing, a boutique private wealth business within Wells Fargo focused on serving individuals, families, and family offices with at least $50million in liquidity and/or $100million in net worth. In addition to his leadership role with Abbot Downing, Robert served as a national wealth management partner to Wells Fargo's Corporate & Investment Banking business.

Jan 2011 - Apr 2021

Senior Vice President

Wells Fargo Private Bank

Charlotte, North Carolina Area

Senior National Wealth Management Consultant

Jan 2009 - Jan 2011

Senior Vice President

Wachovia, A Wells Fargo Company

Charlotte, North Carolina Area

Managing Director - National Wealth Management team

Dec 2004 - Jan 2009

Managing Director - Wealth Management

Pnc

Charlotte, North Carolina Area

Jun 2000 - Nov 2004

Vice President

First Union National Bank

Charlotte, North Carolina Area

various roles in consumer and commercial banking, trust/investments

Sep 1987 - Jun 2000
Team & coworkers

Colleagues at Chilton Trust

Other employees you can reach at chiltontrustcompany.com. View company contacts for 40 employees →

AW Alex White Alex White Colleague at Chilton TrustNew York, United States View → SP Skye Payette, Cpa Skye Payette, Cpa Colleague at Chilton TrustStamford, Connecticut, United States View → BC Brooks Carey Brooks Carey Colleague at Chilton TrustCharlotte, North Carolina, United States View → DL Destine Lissah Chikosha Destine Lissah Chikosha Colleague at Chilton TrustCape Town, Western Cape, South Africa View → SH Shannon Healy, Cpa Shannon Healy, Cpa Colleague at Chilton TrustWhite Plains, New York, United States View → DC Daniel Cihanowyz, Ctfa Daniel Cihanowyz, Ctfa Colleague at Chilton TrustWilmington, Delaware, United States View → WS Walter Stratton Walter Stratton Colleague at Chilton TrustNew York City Metropolitan Area, United States View → KA Kevin A. Wells, Cpa/Pfs Kevin A. Wells, Cpa/Pfs Colleague at Chilton TrustCharlottesville, Virginia, United States View → NW Noah Wimmer Noah Wimmer Colleague at Chilton TrustNew York, United States View → IS Ingela Suzanne O'Brien Ingela Suzanne O'Brien Colleague at Chilton TrustPalm Beach, Florida, United States View →
2 education records

Robert Maund, Cfp® education

Bachelor’S Degree, Business Administration

Auburn University

Activities and Societies: President - Student Government Association Sigma Phi Epsilon Fraternity; War Eagle Girls and Plainsmen

Education record

Westside High School, Augusta, Ga
FAQ

Frequently asked questions about Robert Maund, Cfp®

Quick answers generated from the profile data available on this page.

What company does Robert Maund, Cfp® work for?

Robert Maund, Cfp® works for Chilton Trust.

What is Robert Maund, Cfp®'s role at Chilton Trust?

Robert Maund, Cfp® is listed as Managing Director at Chilton Trust Company at Chilton Trust.

What is Robert Maund, Cfp®'s email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Robert Maund, Cfp® at Chilton Trust.

Where is Robert Maund, Cfp® based?

Robert Maund, Cfp® is based in Charlotte, North Carolina, United States while working with Chilton Trust.

What companies has Robert Maund, Cfp® worked for?

Robert Maund, Cfp® has worked for Chilton Trust, Lakeview Capital Partners, Llc, Abbot Downing, Wells Fargo Private Bank, and Wachovia, A Wells Fargo Company.

Who are Robert Maund, Cfp®'s colleagues at Chilton Trust?

Robert Maund, Cfp®'s colleagues at Chilton Trust include Alex White, Skye Payette, Cpa, Brooks Carey, Destine Lissah Chikosha, and Shannon Healy, Cpa.

How can I contact Robert Maund, Cfp®?

You can use AeroLeads to view verified contact signals for Robert Maund, Cfp® at Chilton Trust, including work email, phone, and LinkedIn data when available.

What schools did Robert Maund, Cfp® attend?

Robert Maund, Cfp® holds Bachelor’S Degree, Business Administration from Auburn University.

What skills is Robert Maund, Cfp® known for?

Robert Maund, Cfp® is listed with skills including Wealth Management, Asset Management, Commercial Banking, Portfolio Management, Investments, Securities, Private Banking, and Banking.

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