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Robert A. Jones

Robert A. Jones

Senior Vice President,
Financial Advisor

  • Poughkeepsie, NY
  • Atlas Shrugged | The Usual Suspects
  • Jesus Christ, Leonardo da Vinci, and Mick Jagger
  • The truth is an absolute defense.
  • Honesty, a sense of humor, and curiosity

Financial Advisors

Bob is a retirement plan and wealth advisor based out of Charlotte, NC.

Bob joined CAPTRUST in 2009 as senior vice president, financial advisor and is responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, Bob served as the co-founder of The Jones-Blair Group of Wells Fargo Advisors, and has worked in the industry since 1981.


  • Bachelor of Arts degree in chemistry and philosophy from the University of North Carolina at Chapel Hill
  • Master’s degree from the University of North Carolina at Chapel Hill

Awards & Recognition

  • Barron’s Top 1,000 Financial Advisors in the country
  • The Charlotte Business Journal Top 5 Wealth Advisors in Charlotte
  • The Winners Circle Top 20 Investment Advisors in North Carolina
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