Rob Wallace is a Certified Financial Planner in Anderson, South Carolina, operating under Steward Partners/Raymond James, with additional offices in Easley and Spartanburg, SC. Over 18 years in financial services – 15 of them holding the CFP® designation- he’s built a multi-office practice that serves client families in roughly 13 states, including successfully integrating an acquired book of business into his own.

Before financial services, Rob served in the United States Marine Corps, an experience that still shapes how he approaches his work with discipline, directness, and a bias toward doing the right thing over the easy thing. That same steadiness carries into his role as a fiduciary, where he’s built systems and processes that hold up under real growth, not just favorable markets and it’s what he now brings to coaching other advisors on building practices that scale.

Rob’s life outside the office is deeply rooted in his Anderson community. He founded the Anderson Aviation Association and chairs the board at Calvary Home for Children, regularly volunteering with organizations that serve the people around him. He’s a licensed pilot with a longstanding love of flying, and his Christian faith is central to how he lives and leads.

Rob lives in Anderson with his wife, Anna, and their three teenage daughters, who are never far from his mind or his calendar. When he’s not with clients or coaching fellow advisors, you’ll likely find him in the air, out volunteering, exploring a real estate development project, or simply spending time with his girls.