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About
Rob Victor is a Principal at Foster Victor Wealth Advisors in Greenville, SC, where he leads a team providing comprehensive wealth management services to successful families, entrepreneurs, and professionals. His responsibilities include overseeing client relationships, strategic planning, and the implementation of customized financial solutions tailored to each client’s unique goals and legacy objectives. Victor is known for his holistic approach, integrating investment management, estate planning, and risk management to deliver a full spectrum of financial services.
Victor specializes in serving high-net-worth individuals and business owners, with a particular focus on professionals in the medical field and other high-tax, high-liability sectors. His expertise spans portfolio management, business succession planning, executive benefits, and insurance solutions, including long-term care, life, disability, and annuities. He leverages advanced technology to provide clients with real-time visibility into their financial picture, ensuring strategies are aligned with both short-term needs and long-term objectives.
Prior to co-founding Foster Victor Wealth Advisors in 2016, Victor spent eight years as a financial advisor at Northwestern Mutual, where he built a strong reputation for client service and financial planning. He holds a Bachelor’s degree in Accounting from Furman University and is a Certified Exit Planning Advisor (CEPA), reflecting his commitment to helping business owners plan for successful transitions. Victor’s contributions to the industry include developing innovative client service models and integrating technology to enhance financial planning and client engagement.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Foster Victor Wealth Advisors | Principal | May 2016 to Present | Foster Victor Wealth Advisors was formed by Rob Victor and Paul Foster as a collaborative effort to provide concierge level customer service to clients while providing detailed holistic financial plan... |
| Northwestern Mutual | Financial Advisor | May 2008 to May 2016 | Rob relies not only on his own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, they can provide innovative solutions and professio... |
Education
Furman University
Bachelor's degree, Accounting
2006 — 2009
Skills & Expertise
Others at Foster Victor Wealth Advisors, LLC (6)
| Name | Role | Location |
|---|---|---|
A Andrew Duncan | Portfolio Manager | Greenville, SC , United States |
J Jonathan McAdams | Chief Investment Officer | SC , United States |
| Portfolio Manager | Greenville, SC , United States | |
| Trading Analyst | Greenville, SC , United States | |
| Portfolio Manager | Charlotte, NC , United States | |
| Principal | Greenville, SC , United States |
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