Robert Palmer

Robert Palmer
Financial Advisor Private Client Group Truist Investment Services, Inc.

232 Williamson Rd

Mooresville, NC 28117-6832

Robert.palmer@truist.com

Phone 704-799-7389

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About me

Background

Robert Palmer is a Financial Advisor with Truist Investment Services, Inc. offering clients more than 13 years of financial services, retirement planning, and investment management experience. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Finance
Rochester Institute of Technology 1992

Personal Interests

Robert serves on the Board of Lake Norman Little League.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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