Bob Barton

Bob Barton, Financial Planner

(704) 849-7288 | |

Bob Barton was recruited to work for Prudential Advisors from another firm where he was successful in serving clients as a comprehensive financial advisor, specializing in serving active duty military and veteran clients.

He is a graduate of Marshall University and served as an Officer in the United States Army, spending most of his service with the 10th Mountain Division. Bob also served for many years as a pastor, traveling to more than a dozen different countries around the world as a teacher, coach and advisor.

He received national recognition working for a fortune five company and has almost three decades of experience in various levels of financial counseling.

Holding the Series 7 & 66 securities licenses, plus insurance licenses in North Carolina and South Carolina State Life, Health and Long Term Care. His areas of focus includes:

  • Comprehensive financial planning strategies
  • Investment strategies
  • Retirement income planning strategies
  • Education funding
  • Asset allocation and management
  • Insurance solutions and risk management