Robert Wolfe — Wealth Management Executive

A Greenville, South Carolina-based wealth management executive with more than 30 years of experience, Robert Wolfe serves as managing director at Apollon Wealth Management and is also a real estate salesperson at Cross Creek Realty, LLC. The creator of The Wealth Empowerment Formula™, Robert Wolfe helps businesses, affluent families, and professional athletes navigate the complexities of wealth management with minimal tax implications. He is particularly well versed in business exit planning and has written articles on the topic.

Mr. Wolfe spent 10 years as managing director at United Capital Financial Advisers prior to joining Apollon Wealth Management. Before this, he was a vice president at Capital Planning Group, LLC. He has additional experience as a senior vice president at Affinity Wealth Management and as a registered representative at Edward Jones & Company. He also worked as an adjunct professor at Florida Atlantic University.

Complementing his professional experience, Robert Wolfe completed the CFP® Professional Education Program and the Accredited Asset Management Specialist Program at the College for Financial Planning. He also holds a bachelor of science in finance from Indiana University of Pennsylvania.