Capital Needs a Home…Real Estate, Your Practice, Student Loans, Crypto??? OH MY!
Where should your money go? In today's world...where is the best place to deploy excess capital?
What is the job description of your money?
- Should it go back into your practice?
- Should it go into your retirement?
- Should it go into the stock market?
- Should it reduce debt?
- Should it go into real estate?
Learn best practices and skills around wealth planning and overall money placement.
CE Units: 1
Rob Victor
As a Principal at Foster Victor, Rob is committed to providing a premier wealth planning experience by developing enduring relationships with the firm’s clients. Rob’s methodical approach and easygoing demeanor are what enable him to relate and organize goals to create a life’s plan. Rob graduated from Furman University with a B.A. in Accounting and is former Furman Men’s Soccer player. Outside of work, Rob enjoys spending time with his wife, Carley, and their children, Cole and Claire. When away from the office, Rob and his family love to travel, play golf, and spend time at the lake. Rob also loves to stay connected with the Greenville community. In the past, he has served on the St. Francis Foundation Board, a St. Francis Fellow, and the Greenville Football Club Board.
McCreight King
As a Wealth Coach with Foster Victor, McCreight enjoys the opportunity to develop meaningful relationships through the financial planning process. Prior to joining Foster Victor , McCreight was the Regional Vice President of the Mid-Atlantic Region for Prudential Financial. In this role he partnered closely with financial advisors to create tailored solutions in the estate, business, and retirement planning arenas. McCreight enjoys bringing a fresh perspective to the financial planning process. Born and raised in the upstate, McCreight grew up a Clemson fan where he graduated in 2005. He and his wife, Sarah Kathryn, have three daughters: Ellie Kathryn, Margaret, and Mary Mac. When they are not cheering on the Tigers, you can find the King family at Lake Keowee. If he has any spare time, you might find McCreight chasing the golf ball around. McCreight and his family are members of First Presbyterian Church in Greenville. He also currently serves as a board member of the Neighborhood Cancer Connection, formerly the Cancer Society of Greenville County.