Joe Robbins, CFP®

Joe Robbins, CFP®

Client Relationship Manager

 Joe Robbins is a Registered Client Relationship Manager at the Carolina Wealth Stewardship Group. He brings to the team his extensive knowledge of Brokerage Operations and Client Support Services. Joe holds a bachelor’s degree from the University of North Carolina at Chapel Hill as wells as a Master’s of Trust and Wealth Management from Campbell University. Joe has worked in both a back office and client facing capacity. He spent five years at First Citizens Bank & Trust learning financial and brokerage operations. Wanting to expand his skill set, he then spent three years with Wells Fargo Advisors supporting a team of Financial Advisors helping run and expand their business. At Carolina Wealth, Joe is responsible for handling the day to day office management and operations, providing an excellent client experience, and supporting the Financial Advisors in marketing, managing and growing the business. Outside of the office, Joe enjoys spending time with his wife, Erin, and children, Audrey, and Jacob. As a family they are members and active participants in North Raleigh Presbyterian Church. Joe also enjoys spending time outdoors, playing golf, traveling, reading and being with friends and family.

Phone 919-816-2587