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Rob Wilkes, CFP®

Rob Wilkes, CFP®

Wealth Advisor

Robert Wilkes, or Rob as he is more commonly known, has been a Wealth Advisor at Ryan Financial since 2015. In this role, he helps clients increase their financial self-confidence by growing their knowledge base and trust in their finances.

Rob’s mission is to help people, and he sees financial planning as both an analytical and social way of accomplishing that. Nothing makes him feel more successful than when clients are able to feel confident and positive about their financial situation when they didn’t before. Rob enjoys that the size of Ryan Financial means that he gets to know clients on a more personal level, that things always stay fresh because he gets to wear many different hats, and that he works hands-on with such a close-knit team.

Prior to joining Ryan Financial, Rob was a financial advisor at a different firm. He is a CFP® that holds Series 7 and 66 registrations, as well as life and health insurance licenses. He received a bachelor’s degree in Business and Environmental Science from the Florida Institute of Technology.

Outside of work, Rob is passionate about surfing, traveling, and exercising. He shares his life with his wife Alexis, who is a Trauma and Critical Care Physician Assistant at New York-Presbyterian Hospital; his son Pearce; and their rescue cat Neptune.