Robert Bob McCarthy
Managing Director - Financial Advisor, at RBC Wealth Management
- Role
- Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus at RBC Wealth Management
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Robert Bob McCarthy
Bob is a Managing Director - Financial Advisor and a Senior Portfolio Manager - Portfolio Focus at RBC Wealth Management, where he has been serving high net worth clients for over 20 years. He is also a member of RBC Private Wealth, an elite group of advisors who have access to global resources and expert advice to meet the complex needs of affluent individuals and families. As a wealth manager, Bob focuses on wealth transfer, financial and estate planning, trust services, and insurance. He holds the Accredited Wealth Manager (AWM) designation, sponsored jointly by RBC and Michigan State University, which demonstrates his knowledge and skills in these areas. He also has a Bachelor\'s Degree from Villanova University and has passed the Series 7, 6, and 65 exams, as well as maintaining his insurance licenses. Bob has been recognized as one of the top financial advisors in the country by various publications and organizations, such as Barron\'s(20••••25), Forbes and Shook Best in the State of North Carolina (20••••26), and a Financial Times top 400 US based Financial Advisor in 20••••20. In addition, in February of 2026, Bob and the rest of the McCarthy Wealth Group were named by Forbes and Shook a best in the state of North Carolina wealth management team for the second year in a row. He has also contributed to national news outlets on Wealth Management topics and is active with numerous charitable organizations. Bob\'s mission is to provide his clients with comprehensive and customized solutions that help them achieve their financial goals and preserve their legacy. He is committed to delivering exceptional service and building long-term relationships based on trust and integrity.
Experience
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Jan 2005 — Present · Raleigh-Durham, NC, US
Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
Education
Villanova University
BA, General Arts
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