Bob Deaton, CFP, CMFC

Certified Financial Planner

Bob Deaton is a certified mutual fund counselor and financial planner with more than thirty years of experience as a financial advisor. He was born in Milford, Connecticut and raised in the town of Cornelius, North Carolina. After high school, he attended Western Carolina University where he obtained his Bachelor’s degree in business administration and political science.

He and his wife, Karen, live in a 200 year old farm house that they restored together. In their free time, they enjoy gardening, spending time with their pets, and relaxing at the beach.

Karen Lee Monferdini Wells
Financial Advisor Assistant
Jonathan Jolley
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McGee Moody
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Robert Price
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Ken Calcutt, CMFC
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Jay Brown, CFP®
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Ryan Templeton, CFP, CKA
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Robert Templeton , CKA
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