Robert Palmer

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

232 Williamson Road

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

  • 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

  • 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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

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