My career started as an Edward Jones financial advisor upon graduation from college in 2010. One of the primary reasons for my becoming a financial advisor was my desire to help people. That desire is what continues to motivate me daily in partnering with my clients.
During my career, I built my own successful practice in my hometown. I started a new role for the firm in Charlotte and Raleigh, NC, called an in-field support specialist, training all of our new financial advisors on how to build successful practices. In 2017, I was presented the opportunity to relocate my family for the last time to Pawleys Island, SC.
As a result of my hard work and contributions to the firm, I was invited to become a limited partner in 2019. In 2021, fellow financial advisors in my region presented me with the Spirit of Caring Award for exemplifying the firm’s values, culture and spirit of giving back. A big thank you to our clients, my colleagues and my family.
We want to understand what's important to our clients and partner together throughout their lives to keep them on track. I use an established practice to build personalized strategies for our clients to help them reach their goals and understand what investments they own, why they own those investments and how much they pay for them.
We also will work with your tax and legal professionals. Over 70% of our clients are retired. We work daily on retirement income, charitable giving and legacy strategies. We also partner with clients nearing retirement, successful business owners and families.
Outside of the office, I serve on the board for the Smith Medical Clinic.
My wife, Lauren, and I have a son, Bennett, and a Shih-Tzu, Ollie. We enjoy family time, traveling and any activities associated with the water.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
Phone NumberRobert Unger at (843) 235-3380
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