About Robert Armstrong

 


 

 


Robert Armstrong, CFP®
Senior Vice President – Investments

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As an advisor, I’m really in the relationship business.  I believe my clients appreciate my ongoing commitment to be a great listener and my ability to create strategies that specifically address their detailed concerns.

Earlier in my career I developed a depth of knowledge about tax liability and planning issues as a Tax Manager of a Fortune 500 company, where I saved the business more than $250 million dollars in taxes.  I feel this experience is invaluable to my clients today, because I bring a wealth of knowledge about both the asset and liability sides of the balance sheet – as well as the cash flows that connect them.  This perspective directly affects the recommendations I make.

I have spent the past ten years guiding clients through the intricate process of orchestrating their financial instruments to play their sheet music in greater harmony.  I joined Wells Fargo Advisors in 2009 as Vice President - Investments and was promoted in 2011 to First Vice President - Investments.  In March of 2012 I was honored to accept the position of Senior Vice President – Investments.  My philosophy is simple: I want to understand what you want out of life so we can plan your money around it.  There are many creative ways to support the lifestyle you desire; it’s a matter of taking the time to listen and do the strategic work … and having your mind open to new possibilities.

I enjoy guiding clients through the process of building a better financial future.  It brings me great pleasure to genuinely make a difference in their lives.

Wells Fargo Advisors is not a legal or tax advisor.

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Education & Credentials
Bachelor of Science in Business Administration – Accounting Major
University of Louisville

Master of Business Administration
Indiana University

CERTIFIED FINANCIAL PLANNER™ professional

2012 Premier Advisor
2013 Premier Advisor
2014 Premier Advisor
2015 Premier Advisor
2016 Premier Advisor
2017 Premier Advisor
Top 10% of the Advisors within Wells Fargo

The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of professional achievements based on many factors including production.