Robert J. Wootton, MBA, CFP®
senior wealth advisor | Partner
Robert J. Wootton, MBA, CFP®, is a senior wealth advisor and partner at Capstone Financial Advisors. With over 30 years of experience in financial services, he enjoys maintaining a deep knowledge base and sharing this expertise to help his clients reach their financial goals.
“As a senior wealth advisor, it’s important I stay current on the latest in financial planning, and up to date on a client’s entire financial life. This ensures I’m always offering relevant advice and guidance,” Bob shares. ”
Invested in your future
As your financial advisor, Bob knows that success comes from helping you maintain a long-term outlook – in good times and bad.
“Offering steady advice, guidance, and perspective during both the best of times and the challenging times is critical to helping clients improve their financial standing. Building and maintaining a trusted relationship allows us to successfully navigate these times together,” he says.”
Building a community
Bob and his wife have two children. He is involved with the Boy Scouts of America as a troop leader and committee member. Bob enjoys spending time outdoors, participating in activities such as golf, basketball, skiing, and camping. His love of basketball extends off the court and into the stands. In fact, during the Bulls’ last championship run in 1997, he had a brush with greatness with none other than Michael Jordan.
Bob is a CERTIFIED FINANCIAL PLANNER™ certificant. He earned his Bachelor of Science in Finance and an MBA in Finance and Accounting from DePaul University. He is a member of the Financial Planning Association.
Prior to joining Capstone, Bob served as a financial advisor at Northern Trust, USAA Wealth Management and The Mason Companies. Prior to that, Bob also worked in retirement plan consulting for firms such as PricewaterhouseCoopers (PWC), Harris Bank, and Chicago Title and Trust.
Bob's Perspectives
