Rob Coleman, CFP®, CIMA®
Connect with Rob on LinkedIn
- Presbyterian College, B.S. in Business Administration
- Member, Greenville Estate Planning Council
- Member, Presbyterian College Alumni Board
- Area Chairman, Ducks Unlimited
As a Wealth Coach, Rob is responsible for working with both new and existing clients to analyze and execute their tailored financial plans. Rob holds his CLU®, CLTC®, CFP®, and CIMA® designations.
Prior to joining Foster Victor Wealth Advisors in 2016, Rob worked as a Financial Advisor for over five years where he also helped run an internship program and new advisor training.
A graduate of Presbyterian College, he holds a B.S. in Business Administration with a concentration in both Management and Economics. Outside of the office, Rob is a member of the Greenville Estate Planning Council, Presbyterian College Alumni Board and Ducks Unlimited Area Chairman.
Learn more about Rob
Rob is a Greenville native and has always loved the area. He attended J.L. Mann High School where he played lacrosse. After returning to Greenville post-college, Rob was the assistant coach for the J.L. Mann lacrosse team for 2 years. You will find Rob staying active, working out, or involved in some type of sport, whether it’s pickup basketball, tennis, or bogey golf.
Rob and his fiancée Morgan have three golden retrievers, Toohey, Trigger, and Roni. Rob is a big believer in animal welfare and conservation, and has been a P.A.W.S. committee member of the Greenville Humane Society for several years as well as a member of the Coastal Conservation Association and Ducks Unlimited. Rob loves to vacation down to Debordieu, South Carolina where he frequently goes inshore fishing with his Dad and brother-in-law.