Robert Fenn Giles III, CFP®, CAIA

Robert Fenn Giles III, CFP®, CAIA

Wealth Advisor

Fenn is a Wealth Advisor and serves on the firm’s Management and Investment Committees. He has over 17 years of experience in the financial services industry helping clients work towards their financial goals. His career began in research at Raymond James Financial where he contributed to the creation of the firm's recommended list of mutual funds. Most recently, he was the Vice President of Investments at Citi Wealth Management covering the southeast of the United States. His role included portfolio construction for ultra-high-net-worth clients and providing alternative investment advice for private equity/real estate investments. Previously at Citi, he was an Investment Specialist and participated in the development and implementation of their comprehensive financial planning program.

A graduate of St. Mary’s College of Maryland, Fenn holds a Bachelor of Science degree with a dual major in economics and anthropology. He is designated as a CERTIFIED FINANCIAL PLANNER™ and holds his FINRA series 7 registration with LPL Financial and the Series 65 registration with Wealth Advisors of Tampa Bay. His experience is in designing and implementing comprehensive customized portfolios and financial plans to help clients pursue their needs for income in retirement, estate planning, insurance, and education.

Fenn is a member of The Financial Planning Association and an active member of the Hyde Park United Methodist Church. He attained the rank of Eagle Scout, an avid marathon runner, and continues to be active as a volunteer in several community projects. He lives in Tampa with his wife Andrea and has two sons:  Alec Giles and Fenn Giles, IV.  The family enjoys the beach and all types of water sports.