Rob Armstrong in

Rob Armstrong

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Chapter President-Westlake Select at BNI (Business Network International)
📍 Charlotte, North Carolina, United States

Rob Armstrong is a Financial Advisor at Consolidated Planning with a degree in economics and psychology from UNC-Charlotte. He specializes in helping families and businesses organize and protect their finances. People who have worked with him often describe him as knowledgeable, professional, and strategic, valuing his attentive approach to their needs.

Originally from Greensboro, Rob has been a Charlotte resident for 35 years and is the father of two children, Ava and Beck. Outside of his professional life, he is passionate about spending time with family and friends, enjoying live music, boating, and skiing.

His career began in broadcasting on a financial radio show, which sparked his passion for working directly with clients.

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Experience
23 Years
Current Role
Chapter President-Westlake Select
Location
Charlotte, North Carolina, United States
Personality Overview

How Rob shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rob cares about

Financial Legacy
His professional focus is on helping clients organize their finances to create a lasting financial legacy for their families and businesses.
Business Networking
He is highly active in the local business community as the Chapter President for the Westlake Select chapter of BNI (Business Network International).
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Career

Work history

1-2025
Chapter President-Westlake Select
BNI (Business Network International)
11-2021
Financial Advisor
Consolidated Planning, Inc.
1-2021
Real Estate Broker
Keller Williams Realty, Inc.
1-2002
President
R ARMSTRONG VENTURES
9-2020 - 11-2021
Financial Advisor
Dempsey Lord Smith, LLC
In the press

Media appearances

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Education
S7 S66 Life/Health Insurance/Medicare/LTC
FINRA
2002 - 2022
Broker
NC Real Estate Commission
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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