620-C Red Banks Rd., Greenville, NC 27858
Robert G. Burleson, Jr., CFP® CRPC®
Senior Wealth Advisor
Rob Burleson is a Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Keel Point. For over 25 years, he has strived to serve families with targeted and comprehensive financial advice delivered with a high level of personal service and professional integrity. He wants to allow his clients more time to focus on their unique talents and strengths by delegating their financial matters to an advisor who supports and encourages their purpose in life.
Throughout his career, Rob has been guided by his faith and a desire to form significant and lasting relationships. Rob seeks to find purpose and value in all that he does, and he has a genuine desire to help others do the same.
A native of Roanoke, Va., Rob has lived in Greenville, NC since 1995. He and his wife Lisa have two children, Trey and Grace. He is a graduate of The Episcopal High School and the University of Richmond.