Robert M. Eastmann, RFC®, CFS®

Branch Manager

Robert M. Eastmann began his career in the financial services field in 1989. After developing a niche market that specialized in estate planning and large net worth clientele, he added investment strategies to his portfolio of client services. In addition to completing the course work required to earn his CFS® designation, Robert has also been conferred the RFC® designation.

Robert and his team specialize in working with individuals and local businesses, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments, professional money management, asset allocation, and executive planning. Robert meets with his clients to review their current financial situation and discusses long and short-term objectives. Robert and his team will then analyze the information, determine which strategies will work best for their situation, and tailor a plan designed specifically to help address their financial needs and goals.

As a proud father and family man, Robert’s personal life is filled by his children, Rebecca & Corey, as well as his wife, Connie. In addition, Robert is active in the community through the Humane Society, World Wildlife Fund and coaching youth sports. An avid sports fan, you can find Robert and his family at most Tarheel events.

Phone (561) 862-0771
Fax (561) 892-0940