Rob Ragsdale, CFP®, AIF®
Rob Ragsdale, CFP®, AIF® is Head of Institutional Relationships and Raleigh Wealth Management. He founded Balentine’s North Carolina office in 2012 and continues to lead its practice there. He is also a member of the firm’s Investment Strategy Team. In 2023, Rob was recognized as a Triangle Business Journal Corporate Leadership Award winner. A CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary® designee, Rob brings a wealth of financial, compliance, and tax knowledge to individuals, families, and institutional clients.
Before joining Balentine, Rob was a relationship manager at Franklin Street Partners in Chapel Hill, NC, serving as an investment advisor to both private and institutional clients. His tenure in the investment industry spans nearly two decades, managing relationships throughout the United States and overseas. Rob earned a B.A. from the University of North Carolina at Chapel Hill (Phi Beta Kappa) and an M.B.A from Duke University.