Professional Certifications
• Certified Financial Planner™ (CFP®)
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Registered Representative and Investment Advisor Associate, Ameritas Investment Corp.
• Series 7 Securities License
Education
• Bachelor of Arts in English, High Point College
Financial Experience
Bob has worked in the insurance, investments and financial planning arena since 1978. His primary focus is executive compensation and benefit planning for large, closely-held corporations and small publicly held companies. He offers cost-effective, creative solutions to common business problems including succession planning for family-held businesses, key executive recruiting and retention, and strategic planning initiatives.
Bob is a member of NAIFA as well as AALU, a national organization of top practitioners dedicated to formulating meaningful life insurance plans through effective federal legislation and regulatory advocacy.
Community Involvement
• Active in Hospice of Caldwell County
• Member of the Lenoir-Rhyne College Business Council and Founders Club
• Active supporter of Crossnore School in Crossnore, NC
• Member of Grandfather Golf and Country Club, Linville, NC
- Serving as President
- ─ Served on the club's finance, retirement and executive compensation committees
- ─Currently serving a three-year term on the Village Council
Personal
Bob and his wife, Lana, have four children and 3 grandchildren.
To reach Bob, call 828-322-8210 ext 412. You may also email Bob at rdonovan@cconcepts.com
