“We’re here to accommodate our clients and are always looking for ways to make their lives easier.”
– Rob Lackey, MSFP
Rob earned his Masters of Science in Financial Planning from the University of Alabama. The Masters financial planning degree combines an emphasis on understanding financial products and how they work, as well as the role of family in financial decisions. Courses in family relationships and decision making, consumer rights, insurance, investments and more help build a solid foundation that prepares students to thrive in this high-growth profession.
Rob graduated from the University of Memphis with a BBA in Finance and has over 5 years experience in the financial services industry. Rob assists clients with a variety of internal account services (new accounts, IRA direct transfers, 401(k) rollovers, beneficiary changes, withdrawals and account title changes) working closely with the Senior Financial Advisor 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 a Board Member of Jacob’s Ladder CDC, and active Volunteer with A Bridge of Hope, Co-chair of Special Events, University of Memphis Young Alumni Board, Member of the Fayette County Chamber of Commerce and Ladder of Risk and Alcohol Skills Training Program Facilitator. Rob is an active runner/biker and enjoys spending time with family.