Robert  Rose

Robert T. Rose, AIF®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The RLR Financial Group of Truist Investment Services, Inc.

3318 W Friendly Ave

Suite 330,

Greensboro, NC 27410-4806

About me

Background

For nearly 25 years, I’ve helped clients effectively manage their financial needs and develop personalized investment solutions through a variety of shifting market environments. I specialize in creating comprehensive financial plans, implementing prudent investment strategies, and monitoring them continuously to make necessary adjustments as life changes dictate. 

My passion for providing outstanding service and helping clients achieve financial success led to my appointment as chair of the advisory board of Truist’s predecessor firm, BB&T Scott & Stringfellow, where I worked to ensure that all clients received a similar service experience.

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

Personal Interests

I live in Greensboro, NC, with my wife, Jodi. Outside the office, I enjoy spending time with family and friends, as well as playing the guitar. I also serve the community as a member of the Greensboro Urban Ministry development committee and the Order of Malta, where I hold the title of knight.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}