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Robert Wolfe

Renowned Wealth Management Executive

An award-winning wealth management executive with more than 30 years of experience, Robert Wolfe joined Apollon Wealth Management as its managing director in 2021. He is a former recipient of Ticker Magazine's Ace Advisor of the Year award and received the Office of Excellence award in 2015 while working as managing director at United Capital Financial Advisers. Robert Wolfe worked at the firm from 2009 to 2019.

Mr. Wolfe primarily works with affluent families, as well as clients engaged in professional sports, including athletes, coaches, executives, and team owners. He spent nine years as a Registered Player Financial Advisor with the NFL Players Association. In addition, he has extensive experience working with physicians and has been named one of the 150 best financial advisors for doctors by Medical Economics.

Robert Wolfe has additional experience with firms such as Integritas Transition Consultants, Affinity Wealth Management, Edward Jones & Company, and Advest, Inc. He began his career as a registered sales assistant with Advest, Inc., in 1992 after graduating summa cum laude from Indiana University of Pennsylvania with a bachelor of science in finance. He also spent a year at Drexel University, where he made the dean's list and was a Division-I wrestler.


Greenville, SC, US


Work Experience

Jan 2022 - Present

Real Estate Salesperson
Cross Creek Realty, LLC

Dec 2021 - Present

Managing Director
Apollon Wealth Management

Dec 2012 - Oct 2021

Registered Player Financial Advisor
NFL Players Association Registered Player Financial Advisor


Education

Jan 1996 - Jun 1997

College for Financial Planning
CFP Professional Education Program

Sep 1989 - May 1992

BS
Indiana University of Pennsylvania
Finance

Sep 1988 - Jun 1989

Drexel University
Finance

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