Robert D. Warren, MBA, CFP®| Partner, Private Wealth Advisor

Rob Warren, Partner and Private Wealth Advisor at Twickenham Advisors, graduated with a Bachelor’s degree from The University of Alabama in 2008 and earned a Master of Business Administration degree in 2010. Attending school on an academic scholarship, Rob worked throughout his undergraduate and graduate studies in retail sales, as a runner at law firm, as a graduate teaching assistant, and as a small business consultant through the university’s Small Business Development Center. He continues to use the experience of working with business owners and their families as a Private Wealth Advisor today.

Rob began his career in the financial services industry as a financial advisor for Morgan Stanley in 2012 where he focused on financial and retirement planning for clients in the defense and aerospace industries. In 2018, he obtained his CERTIFIED FINANCIAL PLANNER™ certification, a nationally recognized and rigorously comprehensive professional standard in the financial industry that focuses on personalized financial planning that he uses in his work with clients every day.

Working with business owners taught him that the most pertinent information is not always evident on the surface. Asking the right questions and understanding the motivations that underlie a person’s decisions is paramount to adding value. As a result of his experience, he made it his mission to provide clients with distinct and tailored service. He understands that each individual has a unique set of objectives and situations and a financial plan should be built to the specific needs of each client. Understanding our clients is his top priority, allowing him to bring the appropriate resources to bear for any given situation.

Rob and his wife, Challice, met in college and were married in 2013. In November of 2017, they welcomed their daughter, Harper Rea, into the world. They enjoy being outdoors and on the water, traveling, and spending time with family.

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