Robert Benton
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Robert Benton Email & Phone Number

Managing Director and Co-Founder, Financial Advisor with Cardinal Legacy Wealth Advisors at Cardinal Legacy Wealth Advisors
Location: Charlotte Metro, United States, United States 5 work roles 1 school
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Role
Managing Director and Co-Founder, Financial Advisor with Cardinal Legacy Wealth Advisors
Location
Charlotte Metro, United States, United States
Company size

Who is Robert Benton? Overview

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Robert Benton is listed as Managing Director and Co-Founder, Financial Advisor with Cardinal Legacy Wealth Advisors at Cardinal Legacy Wealth Advisors, a company with 14027 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a matched LinkedIn profile for Robert Benton.

Robert Benton previously worked as Managing Director, Financial Advisor at Cardinal Legacy Wealth Advisors and Senior Vice President - Investments at Wells Fargo Advisors. Robert Benton holds Bachelor Of Arts (B.A.), English from University Of North Carolina At Chapel Hill.

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Email format at Cardinal Legacy Wealth Advisors

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Cardinal Legacy Wealth Advisors

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Profile bio

About Robert Benton

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Rob has partnered with fellow Financial Advisor Al Winget since 2000. Al and Rob moved their business to Wells Fargo Advisors in 2005, the same year Rob earned his CERTIFIED FINANCIAL PLANNER™ designation. Proud to bring his clients a broad understanding of the financial markets, along with his personal brand of insights and service, Rob started his career at Morgan Stanley in 1997.A graduate of the University of North Carolina -- Chapel Hill, Rob and his wife, Terri, have been married since 1999 and have two wonderful children: Emily and RH. To keep their dad fit, they’ve encouraged him to coach their soccer teams, which he has done for many years. Terri, a breast cancer survivor, actively participates with a local charity, Carolina Breast Friends, and nationally, with the Susan G. Komen Foundation.

Listed skills include Investments, Retirement Planning, Asset Allocation, Mutual Funds, and 4 others.

Current workplace

Robert Benton's current company

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Cardinal Legacy Wealth Advisors
Cardinal Legacy Wealth Advisors
Managing Director and Co-Founder, Financial Advisor with Cardinal Legacy Wealth Advisors
Charlotte, NC, US
Website
Employees
14027
AeroLeads page
5 roles

Robert Benton work experience

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Managing Director And Co-Founder, Financial Advisor With Cardinal Legacy Wealth Advisors

Current

Charlotte, North Carolina, US

Aug 2024 - Present

Senior Vice President - Investments

Wells Fargo Advisors
Dec 2005 - Nov 2021

Financial Advisor

Morgan Stanley
Aug 1997 - Dec 2005
Team & coworkers

Colleagues at Cardinal Legacy Wealth Advisors

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1 education record

Robert Benton education

  • University Of North Carolina At Chapel Hill
    University Of North Carolina At Chapel Hill
    English
FAQ

Frequently asked questions about Robert Benton

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What company does Robert Benton work for?

Robert Benton works for Cardinal Legacy Wealth Advisors.

What is Robert Benton's role at Cardinal Legacy Wealth Advisors?

Robert Benton is listed as Managing Director and Co-Founder, Financial Advisor with Cardinal Legacy Wealth Advisors at Cardinal Legacy Wealth Advisors.

Where is Robert Benton based?

Robert Benton is based in Charlotte Metro, United States, United States while working with Cardinal Legacy Wealth Advisors.

What companies has Robert Benton worked for?

Robert Benton has worked for Cardinal Legacy Wealth Advisors, Wells Fargo Advisors, and Morgan Stanley.

Who are Robert Benton's colleagues at Cardinal Legacy Wealth Advisors?

Robert Benton's colleagues at Cardinal Legacy Wealth Advisors include Mike Nyhoff-Ely, Cristina Michel, John Anderson, Rahul Dwivedi, and Darlene Gundersen Gargano.

How can I contact Robert Benton?

You can use AeroLeads to view verified contact signals for Robert Benton at Cardinal Legacy Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Robert Benton attend?

Robert Benton holds Bachelor Of Arts (B.A.), English from University Of North Carolina At Chapel Hill.

What skills is Robert Benton known for?

Robert Benton is listed with skills including Investments, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Investment Strategies, Alternative Investments, and Retirement.

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