Bob Jones

About Bob Jones

With experience in the financial services industry since 1981, Bob has served in a variety of investment banking, marketing, and managerial roles prior to the onset of his career as a Financial Advisor in 1988. Prior to joining CAPTRUST in 2009, Bob was the co-founder of The Jones-Blair Group of Wells Fargo Advisors. He has been profiled in several industry publications, including On Wall Street, Research, Registered Representative, and local newspapers; and was featured in the 2002 book, The Winner’s Circle: How 30 Financial Advisors Became the Best in the Business. Bob has been recognized as one of the top ten wealth advisors in North Carolina by the “Winner’s Circle,” and has been listed as one of the top wealth advisors in the US by Barron’s. He was also listed as one of “Charlotte’s Top Wealth Advisors\" in the Charlotte Business Journal.

Experience

1. Senior Vice President, Financial Advisor

   CAPTRUST

   Jan 2009 — Present

Education

• University of North Carolina at Chapel Hill

  Master's degree

• University of North Carolina at Chapel Hill

  Bachelor of Arts with Honors

  1973 — 1977

Skills

• Wealth Management
• Investment Advisory
• Wealth
• Asset Management
• Investment Banking
• Investments
• Financial Advisory
• Asset Allocation
• Alternative Investments
• Finance
• Financial Services