Robert Thwaites

Robert Thwaites
Financial Advisor Investment Services Group Truist Investment Services, Inc.

1225 Tamiami Trl

Punta Gorda, FL 33950-5528

Bob.Thwaites@Truist.com

Phone 941-676-3495

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About me

Background

I’m a Financial Advisor with Truist Wealth, offering clients more than 30 years of financial services, retirement planning, and investment management experience. I’ve also taught investments at the University of Central Florida.

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

Education

Bachelor of Science in Finance
Florida Southern College
Masters of Business Administration
Florida State University
Investment Certificate
Wharton School of Business at the University of Pennsylvania

Personal Interests

I’m active in the community and have served on the boards of numerous charitable organizations.

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

  • 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

Locations

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