Robert Mexcur, CFA, CFP®
Senior Wealth Advisor at Vanguard
vanguard.com
Domain verified by email or colleague
aerotek.com
Domain verified by email or colleague
northwesternmutual.com
Domain verified by email or colleague
Senior Wealth Advisor at Vanguard
vanguard.com
aerotek.com
northwesternmutual.com
Senior Wealth Advisor
Vanguard
• www.linkedin.com/company/vanguard
• Full-time
Nov 2024 - Present
Charlotte, North Carolina, United States
Senior Trust Investment Advisor
Vanguard
• www.linkedin.com/company/vanguard
• Full-time
Nov 2020 - Oct 2024
Charlotte, North Carolina, United States
UHNW Senior Investment Associate
Vanguard
• www.linkedin.com/company/vanguard
Jan 2018 - Oct 2020
Flagship Assigned Representative
Vanguard
• www.linkedin.com/company/vanguard
Nov 2015 - Dec 2017
Flagship Client Service Specialist
Vanguard
• www.linkedin.com/company/vanguard
Jun 2013 - Nov 2015
Charlotte, North Carolina Area
Financial Representative
Northwestern Mutual
• www.linkedin.com/company/northwestern-mutual
Apr 2012 - Oct 2012
President
USC Golf Club
Aug 2011 - Aug 2012
University of South Carolina
Pro Shop Assistant
Chartwell Golf & Country Club
Feb 2005 - Aug 2011