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Robert F. Pierson, CFP®
Founder | Managing Director at Pierson Wealth Management
Robert F. Pierson, CFP® is the Founder and Managing Director of Pierson Wealth Management, a financial services firm based in Atlanta, Georgia.1 With over 40 years of experience in the financial industry, Pierson has established himself as a seasoned professional in wealth management and financial planning.2
Career History
Pierson's career in finance spans several decades:
- He founded Pierson Wealth Management in April 2018 and has been serving as its Managing Director since then.1
- Prior to founding his own firm, he worked as a Managing Director and Financial Advisor at Raymond James for over 9 years.1
- He also held positions as a Financial Advisor at RBC Wealth Management and Smith Barney.1
- His career in finance began in 1984 at Thomson McKinnon.1
Education and Qualifications
- Pierson holds a Bachelor's degree in Economics from The University of Georgia, which he earned between 1980 and 1983.1
- He is a Certified Financial Planner (CFP®), a designation that demonstrates his expertise in financial planning.1
Professional Approach
At Pierson Wealth Management, Robert and his team focus on providing comprehensive wealth management services. They work with individuals, families, and organizations to create tailored financial and investment planning strategies.1 Their approach emphasizes building long-term relationships with clients and collaborating with other professional advisors to ensure comprehensive wealth management.1
Robert F. Pierson's LinkedIn username is indeed robertfpierson, as mentioned in the query.
