Rollins Financial Advisors, LLC
Rollins Financial Advisors, LLC (CRD# 312921) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,063,382,426 in 981 accounts and serve the financial needs of clients across 24 states (or territories).
-
Total Assets Under Management1,063MILLION
-
Total Number of Accounts981ACCOUNTS
-
Average Account Value$1,083,978
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Other
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MA, MD, MS, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA
Robert E. Schultz III (Robby) (CRD# 5338514) is a Principal and Financial Advisor who has worked for Rollins Financial since 1998. Robby is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and a Certified Private Wealth Advisor® (CPWA®) professional. He evaluates the various investments, portfolio allocations, and retirement options for clients. Robby is involved at all levels of servicing the asset management needs of our clients. Robby has focused on several areas of the financial services industry, including retirement plan administration, pensions, and taxation. His background in analyzing the various pension options and Social Security benefits has helped guide clients when making retirement decisions.
Robby is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
In addition to his duties as a Wealth Advisor, Robby has also become much more involved in the taxation side of financial planning, and he routinely helps Rollins during tax season.
Robby attended the University of West Georgia, where he graduated in 1996 with a Bachelor of Arts in History and then proceeded to earn a Masters in Public Administration, graduating in 1998. Before working for Rollins Financial Advisors, Robby worked in West Georgia’s Athletic Department as a student and graduate assistant for five years. During this time, Robby became Interim Assistant Athletic Director as a graduate assistant.
Outside of the office, Robby and his wife, Danielle Van Lear Schultz (partner of Rollins Financial Advisors), and their children are members of Christ the King Catholic Church. They also support numerous charities around Atlanta, including CURE Childhood Cancer, the Atlanta Botanical Gardens, Oakland Cemetery, and the University of West Georgia. Robby has served in the past on the Board of Directors of the University of West Georgia Alumni Association and Board of Directors for the University of West Georgia Athletic Fund.
Shelley Fietsam (CRD# 6537983) is an Investment Advisor Representative working at Rollins Financial Advisors, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.
Joseph Rollins (CRD# 2078868) is an Investment Advisor Representative working at Rollins Financial Advisors, LLC in Atanta, GA and has over 33 years of experience in the finance industry.
Danielle Schultz (CRD# 6539983) is an Investment Advisor Representative working at Rollins Financial Advisors, LLC in Atanta, GA and has 1 year of experience in the finance industry.
Denay Gonzales (CRD# 6887098) is an Investment Advisor Representative working at Rollins Financial Advisors, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.