Rob Wilkes has been a Wealth Advisor at the Ryan Financial Group since 2015 and has worked as a financial advisor since 2012. Over the years, he has developed a genuine passion for financial planning and considers himself fortunate to have found a career that combines two things he loves: helping people and solving complex problems.
A self-described financial planning nerd, Rob enjoys digging into the details, developing thoughtful strategies, and helping clients make sense of their financial lives. But what he finds most rewarding is the personal side of the profession: building lasting relationships, understanding what matters most to each client, and helping people feel more confident about their financial future.
Rob especially appreciates the close-knit, relationship-driven environment at RFG, where he can get to know clients on a personal level and play an active role in many aspects of their financial lives.
Rob is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 66 registrations, along with life and health insurance licenses. He earned his bachelor's degree in Business and Environmental Science from the Florida Institute of Technology.
Outside of work, Rob lives in Little Silver with his wife, Alexis, and their three children: son Pearce and twin daughters Arlyn and Avery. He loves spending time with his family, enjoying life at the Jersey Shore, traveling, surfing, playing tennis, and staying active.