Rob Wilson, CFP®, AAMS®

Investment Advisor

Rob Wilson

Hello! My name is Rob Wilson, and I am one of the Investment Advisor at LifePlan Group! I have had a passion for finance since a very young age thanks to my dad who taught my sister and I the importance of investing. During my time in college, I became fascinated with the stock market and as a broke student, I saved as much as I could from my job in order to open my first trading account and learn more about investing.

I started my career with Fidelity Investments in Durham and mainly helped clients navigate different options they had for their retirement accounts, and later had the opportunity to be part of the firm’s trading desk. The trading desk partnered with the financial planning team, and this is when I saw the impact that financial planning and good, sound advice has on an individual or a family. It can truly transform people’s lives for the better! Because of that experience, I decided to shift my focus away from trading and to financial planning and then went on to work for TD Ameritrade/Charles Schwab as a VP- Financial Consultant. I am excited my journey led me to LifePlan Group. At LifePlan Group, I can help families find financial security and be able to help them enjoy life the way they envision, all while developing meaningful and personal relationships.

I have been living in the Triangle since I was in third grade and love all the seasons that North Carolina has to offer. I married my wife, Mary, in 2019. We are proud parents to an amazing four-month-old boy, Hudson. We enjoy going on walks with our Goldendoodle, Stafford, going to the beach, and spending time with our family and friends. I am a huge sports fan and a gym fanatic. I am a die-hard fan of the University of Michigan Wolverines, Detroit Lions (no need to feel sorry for me - I came to the realization they are cursed some time ago), and am a Detroit Redwings fan.

Next time you’re in the office please find me so that I can introduce myself! I’m looking forward to getting to know all of our clients in the years to come!

Sports fanatic, can talk about the markets for hours, and passionate about building long-term trusting relationships with my clients.

Rob graduated from East Carolina University with a BS in Economics and worked at two brokerage companies prior to joining LifePlan Group. He holds his CERTIFIED FINANCIAL PLANNER™ designation and ACCREDITED ASSET MANAGEMENT SPECIALIST ™ designation.


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