Robert Leggett is a Chartered Financial Analyst, Certified Financial Planner, and Managing Partner of WealthShield Partners, LLC. He is also a co-founder of WealthShield LLC. His career spans more than two decades in business, including extensive work in financial services, legal, tax, real estate and accounting which, together, give him the the diverse experience needed to manage and grow wealth in today’s marketplace. For more than 15 years, Robert has maintained the belief that proper asset allocation and risk management strategies add value and drive long term portfolio performance, and he takes this approach with WealthShield’s clients daily.
Prior to joining WealthShield, Robert served as CEO of a $250 million family business. Before this role, Robert was 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. He 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.
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