Rob Martin
Private Wealth Advisor at McBee Avenue Wealth Advisors
- Role
- Advisor at Northwestern Mutual
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Rob Martin
At McBee Avenue Wealth Advisors, our mission is to love our clients, guide them toward financial freedom and serve them through every season of life. Our business isn’t transactional, its relationship driven. After four years in a planning and investment operations role, I became a Private Wealth Advisor in 2022. I enjoy working with both existing clients of McBee Avenue and building relationships with the next generation.
Experience
Advisor
Apr 2016 — Present · Greenville, SC, US
Education
Presbyterian College
Bachelor of Arts (BA), Religion/Religious Studies
2005 — 2009
Skills
- Team Building
- Microsoft Office
- Sales
- Highly Reliable
- Operations Management
- Public Relations
- Leadership
- Budget Process
- Dependable Team Player
- Religious Studies
- Negotiation
- Selling
- Sales Operations
- Customer Service
- Social Media
- Coaching
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