Robert Freitas, Jr.

Robert Freitas, Jr.

Vice President - Investments

Phone: (803)649-6645
Fax: (803)641-9629
E-mail:


Robert specializes in designing and managing investment portfolios. Utilizing a consultative approach with his clients, he seeks a complete understanding of their financial objectives and life goals, as the two are necessarily intertwined. With this understanding, Robert constructs and implements each unique investment plan, tailored specifically to his clients’ needs, achieving a balance of expected return, risk, tax-sensitivity and cost. Robert’s greatest fulfillment comes from making a positive impact on the families and businesses with whom he works.

Robert graduated from University of Phoenix where he majored in business management.  He furthered his education at Southern Wesleyan University and received his MBM with concentrations in both accounting and finance. Robert is a long-time resident of Aiken County and is active in the community.  Robert is also a professor with the School of Business at the University of Phoenix, where he teaches business management and finance. 

Robert and his wife Missy have two sons and one daughter.  In addition to their three children they have also been blessed with their four grandchildren.  Robert and Missy enjoy spending time outdoors and with their family.