Robert A. Jones | Wealth Management and Retirement Plan Services Financial Advisor Charlotte NC
Robert A. Jones

Robert A. Jones

Principal,
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 Jones is a wealth management and a corporate retirement plan financial advisor based in Charlotte, NC.

Bob joined CAPTRUST in 2009 as senior vice president and 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.

Education

  • 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

  • NAPA Top DC Advisor Teams | 2020 and 2021 (CAPTRUST Charlotte)
  • 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

News & Resources

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