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Robert A. JonesSenior Vice President, Financial Advisor

  • 4201 Congress Street
    Suite 160
    Charlotte, NC 28209
  • 704.927.0360
  • LinkedIn

Bob joined CAPTRUST in 2009 as senior vice president, financial advisor and is responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, Bob served as the co-founder of The Jones-Blair Group of Wells Fargo Advisors, and has worked in the industry since 1981.

EDUCATION

  • Bachelor of Arts degrees in chemistry and philosophy from the University of North Carolina at Chapel Hill
  • Master's degree from the University of North Carolina at Chapel Hill

AWARDS AND RECOGNITIONS

  • Recognized by BARRONS as among the top 1,000 financial advisors in the country
  • Recognized by The Charlotte Business Journal as one of the top 5 wealth advisors in Charlotte
  • Recognized by The Winners Circle as among the top 20 investment advisors in North Carolina

PUBLICATIONS

  • The Winner’s Circle: How 30 Financial Advisors Became the Best in the Business
    On Wall Street

Personal Profile

Hometown:
Poughkeepsie, NY
Favorite Book or Movie:
Atlas Shrugged and The Usual Suspects
Ideal Dinner Guest:
Jesus Christ, Leonardo da Vinci, and Mick Jagger
Words to Live By:
The truth is an absolute defense.
Qualities I Admire in People:
Honesty, a sense of humor, and curiosity