
Education & Licenses

- Series 65 License (Investment Advisor
Exam)
- Chartered Financial Analyst
– Level
II Candidate
- BSBA Finance – University
of North Carolina – Charlotte
- Graduated
- Cum Laude
- Business Honors
- University Honors
- Phi Kappa Phi Honor Society
- Golden Key Honor Society
Rob is a rare individual. Although he has been in the workforce only a few years since graduating with a variety of honors, he began studying annual reports, proxies, and numerous investment publications while still in middle school. In 2007, Rob passed the Uniform Investment Advisor Examination after a brief, one-month study effort.
Currently, Rob is a level II candidate in the rigorous Chartered Financial Analyst professional
studies program. This prestigious program, long favored by institutional
money management firms and professional securities analysts, requires a
minimum of three years to complete and leads to the dominant credential
within the money management industry.
 
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Wessel Investment
Counsel, LLC
22 South Pack Square
Jackson Building, Suite 400
Asheville, NC 28801-3500
Phone: (828) 232-2000
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