Robert Carrigg, Jr.,  CFP®

Robert Carrigg, Jr., CFP®

Partner, Managing Director, Wealth Manager

Rob, a problem solver who works to simplify clients’ financial lives, has been a financial advisor since 1998. He assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes.
 
A graduate of Phillips Exeter Academy and Hamilton College, he has been involved with numerous local non-profit organizations including The Seacoast Land Trust (former board member), The United Way of the Greater Seacoast (former cabinet member), The Krempels Center (former board President), New Hampshire Public Radio (former Trustee and current committee head) and Big Brother Big Sister of the Greater Seacoast (former mentor). He has also served as a part time Instructor at UNH’s Whittemore School of Business & Economics and has been a CERTIFIED FINANCIAL PLANNERTM professional since 1999. 
 
After spending over 20 years at Merrill Lynch Wealth Management, Rob moved his team to Steward Partners in early 2019. 
 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.