Robert Folkes, CFP®, CPFA®, is a Financial Advisor at CAPTRUST, a role they have held since 2021 after joining from Cammack Retirement Group, where they served as an Account Manager. At CAPTRUST, Robert specializes in providing advisory services for defined contribution and nonqualified plans, aiding retirement plan sponsors in effective plan management. They hold a Bachelor's degree in Finance from the State University of New York at Fredonia, where they studied from 2013 to 2017.
Location
New York City Metropolitan Area, United States
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