Robert Leggett, CFA®, CFP®, JD
Managing Partner | Chief Executive Officer
Robert Leggett is a Chartered Financial Analyst, Certified Financial Planner, and Managing Partner of WealthShield Partners, LLC ®. Robert’s career spans more than three decades in business, including extensive work in financial services, legal, tax, real estate, and accounting, which gives him the diverse experience needed to manage and grow wealth in today’s marketplace.
For more than 15 years, Robert has focused on tapping into the power of passive investments to diversify, reduce expenses and create tax-efficient portfolios. He believes that proper asset allocation and risk management strategies add value and drive long-term portfolio performance, and he takes this approach with WealthShield Partners' clients daily.
Prior to joining the firm, Robert served as the First Vice President of UBS in Raleigh, Vice President of Merrill Lynch in Cary, President/CEO of Leggett Stores in Danville, and, first, an attorney at the regional law firm of Mays & Valentine.
Robert earned a Bachelor of Science degree in Business Administration with a concentration in accounting from Emory University, where he graduated summa cum laude. He earned his Juris Doctor from the T.C. Williams School of Law at the University of Richmond.