Robert Warnock III

Robert is managing partner and wealth advisor for Monarch Capital Advisors, LLC. In this role, he offers access to a full range of comprehensive financial services including strategic and tactical portfolio construction, asset management, retirement, and estate planning, as well as tax mitigation strategies.

With over 20 years of experience in wealth management, spanning all types of market conditions, Robert is well equipped to help you navigate the financial needs you might have. Robert takes a goals-based approach to asset management, seeking to manage risk in the context of each client’s overall financial situation. Whether you’re an individual, corporation, or trust, Robert will work to put a plan in place designed to help build, manage, and protect your assets.

Prior to forming Monarch Capital Advisors, LLC in 2022, Robert was a financial advisor and First Vice President of Investments at Wells Fargo Advisors for 14 years. He has been in the financial services industry since 2001, working as an advisor for Synovus Securities, Morgan Keegan, and SunTrust Investment Services.

Robert graduated from The University of Alabama with a bachelor’s degree in International Marketing. He was also a member of the Crimson Tide football team, playing for coach Gene Stallings, where he lettered and earned Academic All SEC honors in 1997. Upon graduating, Robert was accepted into The Manderson Graduate School of Business, where he earned an MBA degree with a concentration in Finance.

Robert resides in Johns Creek with his wife Kim, and is the proud father of four children, Gaines, Rob, Vivienne, and Adam. In his spare time, he enjoys spending time with his family, playing golf, where he is a member of the Atlanta Athletic Club, attending University of Alabama football games, and exercising.