Robert Whaling

Background

About Robert Whaling

What I do: I help families meet their financial goals. I have been a part of the financial services industry since 1977 and joined Wells Fargo Advisors in 2016. I focus on clients' goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement my ability to help clients pursue the financial lifestyle that is most meaningful to them. I am a problem solver who works to simplify high net worth clients' financial lives. I assist clients in identifying and prioritizing their various goals—including estate planning services, investments, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. I work hard to gain clients' trust and am committed to helping optimize their resources so they can make the most of what they have. I have a bachelor's degree in Economics from Davidson College and a Law degree from the University of North Carolina at Chapel Hill. My wife Betsy and I live in Winston-Salem, N.C. My daughter Penn lives in Jackson Heights, NY and my son John lives in Nashville, TN. This information is intended for use by residents of CA, NC, and Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social