“We’re here to accommodate our clients and are always looking for ways to make their lives easier.”
– Rob Lackey, MSFP
Rob graduated from the University of Memphis with a BBA in Finance and received his Masters from the University of Alabama with a concentration in Financial Planning and Counseling. He has over 8 years experience in the financial services industry. Rob assists clients with a variety of investment and insurance services (insurance and investment reviews, new accounts, IRA transfers, 401(k) rollovers, beneficiary changes, withdrawals and account title changes), as well as works closely with the Senior Financial Advisors to assure all client needs are met. Rob holds his Tennessee Life and Health license. People who work with Rob can quickly see his attention to detail and good communication skills.
Rob is an active runner/biker and enjoys spending time with family. He also enjoys reading and always strives to further educate himself, both for himself and to be able to better meet client needs.