Robert W. Volpe


Branch Manager, RJFS

President, Sterling Fox Financial Services

BOB.VOLPE@RAYMONDJAMES.COM

 

For more than 17 years, Bob has helped clients manage their portfolios through constantly changing – and sometimes difficult – markets. His priority has always been to help clients reach their financial goals with the least amount of risk possible and with the ever-changing markets in mind.

Bob is passionate about providing clients with personalized financial advice. As a CERTIFIED FINANCIAL PLANNER™ professional, he focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. Utilizing the vast investment resources of Raymond James, he constructs a portfolio aligned with the client’s wishes. Bob is committed to helping families and small business owners with retirement planning and wealth preservation.

Prior to becoming a Financial Advisor, Bob worked in the Finance and Accounting departments at IBM for 12 years. He currently holds Series 7, 63, 9 & 10, Life Insurance, Annuity & Long Term Care Insurance licenses.

Bob graduated from Brigham Young University in 1988 with a BS in Business Management and Finance. He went on to earn his MBA from the University of New Haven in 1992. Additionally, he completed his CERTIFIED FINANCIAL PLANNER certification in 2004. A firm believer in continuing education, Bob enhances his experience by attending annual conferences and completing courses at Raymond James University.

Bob is very proud to have been recognized by being named to the Raymond James Leader’s Council each year since 2013.* This is an honor reserved for a select few financial advisors who demonstrate an extraordinary level of commitment to clients through personal service and professional integrity.

Community involvement is very important to Bob and he takes pride in serving the community through church activities and Boy Scout leadership. In addition, he has been a member of the Holly Springs Chamber of Commerce since 2000, serving on the Board of Directors for seven years and starting the original Holly Springs COC Ambassador Program. Bob was an active volunteer for the Capital Area Alumni Association for Brigham Young University, serving as Vice Chair for several years.

Originally from Connecticut, Bob currently resides in Cary, North Carolina with his wife of 35 years, Tiffin. He enjoys spending time with his four children and six grandchildren. When he is not working with clients, Bob enjoys camping, kayaking, and many other outdoor activities.


*Leader's Council membership is based mainly on assets under management, education, credentials, and fiscal year production. Requalification is required annually.

Sterling Fox Financial Services is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.