Robert  Freitas

Robert Freitas

Partner/Wealth Advisor

Robert Freitas is a seasoned financial advisor, educator, and military veteran, dedicated to making a positive impact on the lives of individuals and communities. Born in Northern California and raised in the Aiken/Augusta area, Robert brings a wealth of knowledge to his work.

With over 15 years of experience in the financial services industry, Robert has been helping clients navigate the complexities of financial planning since 2006. As a financial advisor, he has assisted numerous individuals and families in making financial decisions to help pursue their goals and live fulfilling lives.

In addition to his work as a financial advisor, Robert has a passion for education. For over a decade, he has served as an adjunct professor at the University of Phoenix, sharing his knowledge and expertise in finance and economics with students seeking to build a strong foundation in these areas.

Robert's commitment to serving others extends beyond his professional life. Having served in the United States Army Reserves for 13 years as a Chemical Operations Specialist and Career Counselor, he embodies a strong sense of duty and service. He believes that our character and ethics should be reflected in all aspects of life, whether personal or professional.

Outside of his work, Robert cherishes his role as a husband, father, and grandfather. With a loving wife, three children, and twelve grandchildren, family is at the center of his life. He is actively engaged in his community, serving in various capacities for several non-profit organizations, and striving to make a difference wherever he can.

In his free time, you can find Robert pursuing his passions. He is an accomplished drummer, finding joy in creating music. He also enjoys golfing, traveling, and spending quality time at the beach with his family, appreciating the beauty of nature and creating lasting memories.

With his extensive experience, unwavering commitment to integrity, and genuine care for the well-being of others, Robert is dedicated to helping individuals and families work toward financial success and live their best lives.


  • Bachelor of Science in Business Management, University of Phoenix, 2005


  • Series 7 – General Securities License held through LPL Financial
  • Series 63 and 66 – Uniform Securities Agent License held through LPL Financial and Stratos Wealth Partners
  • Life and Health Insurance Licensed