Creative Planning
- Rob Whited
RW
Rob Whited
Managing Director Lockton Retirement Services at Creative Planning
Rob Whited, CFA, is a Managing Director at Creative Planning with extensive experience in retirement services, investment consulting, and fiduciary best practices at companies like North Pier Search Consulting, Wells Fargo, Fidelity Investments, and Aetna. Whited holds a BS in Finance from Miami University.
Org chart
No direct reports
Timeline
Managing Director Lockton Retirement Services
December, 2022 - present