As a Wealth Coach, Rob Coleman partners with individuals, families, and businesses to develop, implement, and continuously refine personalized financial strategies designed to help them achieve their long-term goals. He is passionate about helping clients navigate life’s financial complexities with clarity and confidence while building lasting relationships based on trust and service.
Rob joined Foster Victor Wealth Advisors in 2016 after spending more than five years as a Financial Advisor, where he worked directly with clients while also helping lead advisor training and internship development programs. His experience, combined with his commitment to professional excellence, enables him to provide thoughtful guidance across a wide range of wealth management and financial planning needs.
Rob holds the Certified Financial Planner® (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Certification for Long-Term Care® (CLTC®) designations.
A Greenville native, Rob earned a Bachelor of Science in Business Administration from Presbyterian College with concentrations in Management and Economics. He remains actively involved in the Upstate community through organizations that support estate planning, youth development, and conservation. He currently serves as Vice President of the Carolina Youth Symphony Board and is a member of the Greenville Estate Planning Council, Greenville Ducks Unlimited, and Coastal Conservation Association.
Outside the office, Rob enjoys spending time with his wife, Morgan, and their three children, Chip, Carter, and Collins. Whether he’s exploring the outdoors, spending time on the water, or chasing after his children and two golden retrievers, Rob embraces every opportunity to enjoy the community and natural beauty of South Carolina that he has called home his entire life.