Meet the Central Mountain team
Territory: AR, CO, IA, ID, KS, LA, MO, MS, MT, NE, OK, SD, TX, UT, WY
Rob Welch is a seasoned wealth management professional starting in the business in 2008. For the past 11 years, he has specialized in experienced advisor recruiting, driving growth and fostering talent. Over the course of his career, he has assisted hundreds of advisors and teams navigate the complexities of changing firms.
Rob has responsibility for partnering with experienced advisors across the Central Mountain territory to understand their goals for growth and delivering a differentiated client experience.
Interested in learning more about our organization and discovering how we give you the freedom and flexibility to grow your practice and serve your clients, with the operational support and technology of an established firm behind you?
Email for a confidential discussion
My territory: AR, CO, IA, ID, KS, LA, MO, MS, MT, NE, OK, SD, TX, UT, WY
Meet my internal partner
Chad collaborates closely with the Market Directors in the territory to engage experienced advisors interested in learning more about our supported independence model, while leading and driving sourcing initiatives, answering questions and resolving issues, sharing accountability for success in results and supporting Market Directors in their efforts within the territory.
Interested in learning more?
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