Vice President, Wealth Advisor
As a wealth advisor at Investors Trust, Robby creates financial plans and designs investment strategies to serve our clients as they pursue their personal financial goals.
Robby began his career in the nonprofit space, working with endowments and charitable organizations to assist them in planning. He is passionate about helping clients align their goals with their investment objectives. Prior to joining Investors Trust, Robby served as chief investment officer and Wealth Advisor at Cook Wealth, a Raleigh-based independent wealth advisor. A key strength is his ability to communicate the intricacies of the capital markets to clients in ways that affect each of them specifically.
Robby graduated from the University of South Carolina with a B.S. in economics and earned two M.A.s from Southeastern Seminary in Wake Forest. He also holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® (CFA) designations.
Robby lives in Raleigh with his wife, Cherie, and their two daughters. In his free time, Robby enjoys tennis, CrossFit, and leading an active life with his family.