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Branch Manager, RJFS

Founder, ACP

ROBERT.AIKEN@RAYMONDJAMES.COM

 

In his more than 21 years in the financial services industry, Robert has continually refined his comprehensive approach to financial planning. He takes great care in helping individuals and families accumulate and preserve wealth with practical investment strategies. Whether you want to build a legacy or create a retirement plan that fits your life, he is committed to helping you get there.

Robert formed Arco Capital Partners, an independent firm, in 2015. Prior to that, he served various roles with Wachovia and Wells Fargo Advisors (Wells Fargo acquired Wachovia in 2008), as an Investment Advisor, and achieved the Premier Advisor Designation from 2003 to 2015.

A graduate of the University of North Carolina at Charlotte, Robert holds a Bachelor of Arts in economics and a Bachelor of Science in business administration with a concentration in finance. He holds Series 7, 8, 31, 63 and 65 licenses, as well as life, health and long-term care insurance licenses.

Robert is a UNC Charlotte Foundation board member, is very active in support of the university and its athletic programs, and is also a member of the Charlotte Economics Club. He and his family attend Hickory Grove Baptist Church.

Originally from the mountains of Western North Carolina, Robert lives in Charlotte with his wife, Paige, and their daughters, Kendall and Riley.


WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.