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Alice Wessel - Administration


Education & Licenses

Rob Simon - Wessel Investment Counsel, LLC

  • Series 65 License (Investment Advisor Exam)
  • Passed the Level I Exam (6-hour exam) of the Chartered Financial Analyst program
  • Currently Studying for the Certified Financial Planner™ exam (10-hour exam)
  • 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.

Rob intends to complete the Chartered Financial Analyst professional studies program as well as the Certified Financial Planner™ program. The prestigious CFA 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 while the CFP program is the dominant credential within the financial planning profession.

Phi Kappa Phi Honor SocietyGolden Key Honor Society


 
Quick Links
Wessel Investment Counsel, LLC
22 South Pack Square
Jackson Building, Suite 400
Asheville, NC 28801-3500
Phone: (828) 232-2000
>> Contact or Find Us

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