Wealth Management Team

 

Robert J. Carr III CFP®  AIF®

Robert J. Carr IIIRobert (Bob) J. Carr III is a CERTIFIED FINANCIAL PLANNER ™ and Accredited Investment Fiduciary who has been helping plan sponsors and participants make informed decisions regarding their qualified plans and retirement needs for the past 25 years.

Bob’s firm is committed to being an advocate for plan sponsors - helping them establish and maintain a process to help fulfill their fiduciary responsibilities, and provide plan participants with a cost efficient platform that gives them the best opportunity to pursue their retirement goals.

Bob is also a Registered Principal and Investment Advisor Representative with LPL Financial (LPL) the nation’s leading independent brokerage firm*. In 2006, Bob created R.J. Carr III & Associates, a Registered Investment Advisor, to help individuals with their financial planning and investment management needs

Bob and his wife Janet, have three daughters. They spend most of their personal time supporting their daughters’ numerous activities. Bob also volunteers time to his church and to the seniors program, “Meals on Wheels”. His passion is playing golf, and he enjoys theatre, sporting events, snow skiing, traveling and reading.


 

KEVIN E. CARR, MBA

Kevin E. CarrIn 2001, Kevin Carr, Operations Manager brought extensive client relationship and servicing experience to Bob’s practice from his years at Vivendi-Universal and R.L. Polk Co where he was a Sales Manager and Client Relationship Representative respectively. As a key client contact Kevin strives to provide a high level of service for any of the firm’s clients who make special requests regarding administrative and research items. Additionally, Kevin’s experience and expertise with computer systems allows him to manage all aspects of technology within their offices plus work on specialized client related projects.

Kevin is a Wayne State University graduate with both a M.B.A and B.S. in Business Administration. Kevin’s securities registrations include Series 6 and 63, which are held with LPL Financial.

Over the years, Kevin has given back to the community with his involvement in a number of Detroit-area charities. Some board positions he has held over the years include past Treasurer of the Shrine Grade School and Academy Dad’s Club and Member of the Shrine Grade School Advisory committee at The National Shrine of the Little Flower Church.

Kevin enjoys coaching both of his children’s baseball and softball teams during his spare time. Kevin and his wife Kelly have a daughter and a son. Kevin also enjoys sporting events, snow skiing, travel and working out.

*As reported by Financial Planning Magazine June 1996-2013, based on total revenue.