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Specialties
Wealth Management, Financial Planning, Business Succession Planning, Retirment Planning, Employee Benefits, Estate Planning Strategies
Meet the Business Owner
Robert T.
Business Owner
Robert began his financial services career in 1989 and joined John Hancock in 1994 as a Sales Manager. With over 20 years of experience in the financial industry, Robert has lead the agency t become one of the fastest growing firms within the John Hancock Financial Network. Capitol Financial Solutions now has three main offices in Raleigh, NC, Chicago, IL and in Richmond and Roanoke, Virginia.
Recognized for outstanding commitment to the pursuit of professional excellence and management Robert is a recipient of the Signator Financial Network Vincent C. Bohers Field Quality Award and the International Management Award-Diamond level from GAMA International.
Robert graduated from Virginia Tech and received a B.S. in Economics. His licenses include the Life, Accident and Health as well as the Series 7, 24, 51, 63, and 65. A graduate of the American College in Agency Management Training Counsel, Robert also holds the Chartered Life Underwriter (CLU) designation.