Robert Needham,
CFP®
Virtual Premier Banker
2320 Cascade Pointe Blvd
Charlotte, NC 28208-6700
About me
Background
Robert Needham is a Virtual Premier Banker and Certified Financial Planner™ (CFP®) professional with 35 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Robert’s daily goal as his client’s relationship manager is to understand what’s most important to and put them first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journeys by addressing their short- and long-term goals, while providing an exceptional experience, now and into the future.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
