Robby Scholes
Financial Advisor
CFP®, CFA®
Robby Scholes is a CERTIFIED FINANCIAL PLANNER® professional in Allworth’s Durham, North Carolina, office. A native of Charleston, South Carolina, Robby is a proud graduate of the University of South Carolina (go Gamecocks!). After spending several years in the non-profit sector, Robby transitioned to the financial services industry where he has dedicated the last decade to helping clients achieve their personal financial goals.
Passionate about giving back, Robby is actively involved in his local community and is committed to supporting his church. His love of travel has taken him around the world, including a memorable experience living and teaching English in Eastern Europe. Now based in Raleigh, Robby enjoys staying active with CrossFit, tennis, pickleball, and surfing, while cherishing his role as a dad to his two young daughters.
When a client comes to me, they are often driven by specific goals and aspirations for how their money and investments are going to shape their lives and the lives of those around them. Whether they have clear numerical targets or more general aspirations, their goals are always at the forefront. Additionally, as an advisor, I also understand that financial markets are stressful and that news headlines are challenging to sift through. That’s why I make it my mission to build an enduring partnership with each of my clients so they know their concerns are heard and their questions will be honestly answered. By truly listening to what each client envisions for the next phase of their financial journey, I can craft personalized strategies that are tailored to their unique needs and goals.
I have a deep appreciation for people and the unique stories that shape their lives. When clients sit down with me, I’m honored to listen to their journey—their accomplishments, the challenges they've faced, the values that drive them, and the struggles they continue to navigate. Being entrusted with someone’s story is a privilege I don’t take lightly. It’s incredibly rewarding to guide clients and families through the process of implementing a financial plan and watching them gain confidence in the path we’re creating together.
CFP®: CERTIFIED FINANCIAL PLANNER®
CFA®: Chartered Financial Analyst®
Listening well to what each client wants in their next stage of their financial journey is the most important tool to crafting something tangible and personal to their unique needs.
Latest Insights
Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?
Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.
Read more
6 Financial Confessions Successful Investors Admit—Behind Closed Doors
Even the most accomplished investors occasionally get it wrong. Here’s what they quietly admit, and how to avoid the same costly missteps.
Read more
4 Hidden Forces That Shape Every Financial Decision
When it comes to high-stakes financial choices, logic is only part of the story. Here's what else is at play—and how to get all the pieces aligned.
Read more
