Joe Robbins, CFP®

Joe Robbins, CFP®

Client Relations Manager

Joe Robbins is a Client Relationship Manager at Banyan, Rock and Talent. He brings to the team his extensive knowledge of Brokerage Operations and Client Support Services. Joe holds a bachelor’s degree from the University of North Carolina at Chapel Hill as wells as a Master’s of Trust and Wealth Management from Campbell University. Joe has worked in both a back office and client facing capacity. He spent five years at First Citizens Bank & Trust learning about financial and brokerage operations. Wanting to expand his skill set, he then spent three years with Wells Fargo Advisors supporting a team of Financial Advisors to run and expand their business. At Banyan, Joe is responsible for handling the day to day office management and operations, providing an excellent client experience and supporting our current and new Financial Advisors and Wealth Strategists to expand their business. Outside of the office, Joe enjoys spending time with his wife, Erin, and their daughter, Audrey. As a family they are members and active participants in North Raleigh Presbyterian Church. Joe also enjoys spending time outdoors playing golf, running and being with his friends and family.

Phone 919-816-2587