Robert P. Martin (Bob) AWMA®, FPQP™
With over 35 years of experience in the financial services industry and 21 years in wealth management, Bob brings a wealth of knowledge and experience to the team. He leads the DHFB’s financial planning efforts.
The business owners and emerging retirees that work with Bob choose him for his passion for finance and helping them succeed. He understands the importance that his clients place on preserving and protecting their families and works with them to create financial plans that help them succeed. He makes time for his clients and is known for being responsive and accessible, even when he’s balancing a day full of client meetings, planning, and projects.
Bob started in banking but eventually diversified into consulting and wealth management. He led the Wealth Management Division of Atlantic Union Bank when DHFB was purchased. He owes his success to his persistence, competitiveness, and curiosity, and brings these traits to everything he does.
Bob earned his BA in Managerial Economics at Hampden-Sydney College and graduated with honors. He also holds AWMA® and FPQP™ designations.
The most important things in Bob’s life are his faith, his family, and his clients. When he’s not in the office he’s outdoors walking, golfing, biking, or hunting. Bob was born and raised in Roanoke.