Avatar of Robert Wolfe.

Robert Wolfe

Real Estate Salesperson @ Cross Creek Realty, LLC
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.
Cross Creek Realty, LLC
College for Financial Planning
Greenville, SC, USA

Work experiences

Real Estate Salesperson

Cross Creek Realty, LLC
Full-time

Jan 2022 ~ Present

Managing Director

Apollon Wealth Management
Full-time

Dec 2021 ~ Present

Registered Player Financial Advisor

NFL Players Association Registered Player Financial Advisor
Full-time

Dec 2012 ~ Oct 2021
8 yrs 11 mos

Educations

College for Financial Planning

Other
CFP Professional Education Program

1996 - 1997

Indiana University of Pennsylvania

Bachelor of Science (BS)
Finance

1989 - 1992

Drexel University

Other
Finance

1988 - 1989
Powered By CakeResume