Robert Davenport
Principal, Wealth Advisor
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Areas of Expertise
Goal Alignment
Tax Strategies
Equity Compensation
Retirement Planning
Estate Planning
Qualifications & Experience
- BS in Finance, University of Nevada, Las Vegas
- MS in Finance, American College of Financial Services
- Accredited Investment Fiduciary®, Accredited Estate Planner®
- Certificate in Business Succession Planning, Certified Family Business Specialist
Las Vegas, NV
Media
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Words to Live By
We are what we repeatedly do. Excellence, then, is not an act, but a habit.
Aristotle
Client Experience Professionals
Team Members
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About
Rob leads his Las Vegas-based team and oversees the strategy and execution of their clients’ financial plans and portfolios. He brings together fiduciary solutions to complex problems, carefully implements them, and diligently monitors the strategy – enabling his clients to achieve their goals and attain peace of mind.
With nearly 30 years of experience in financial planning for high-net-worth clients and their companies, Rob previously served as the Nevada Head of Office for Goldman Sachs Personal Financial Management.
Born and raised in Las Vegas, Rob is a sports enthusiast who enjoys traveling and spending time with his young family.