Rob Sievers, CFP®, MBA
Managing Director, Shareholder
As a natural leader, Rob offers his skills in every aspect of our business. From portfolio management to financial planning, he works with clients to help develop a strategy for their success.
As a natural leader, Rob offers his skills in every aspect of our business. From portfolio management to financial planning, he works with clients to help develop a strategy for their success.
For Rob, relationships come first.
Rob joined Legacy in 2007 after spending seven years with Charles Schwab & Co. as a relationship specialist working with their largest advisors.
An active life outside of the office
Rob’s young family keeps him busy! In his leisure time, he enjoys golfing, traveling, and cooking. And if he’s not doing any of those things, Rob’s probably cheering on the Tennessee Volunteers or Memphis Grizzlies!