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E. Robert Branch III, ChFC®, CFP®

Partner, Investment Adviser Representative

Phone: (386) 671-0976

Fax: (386) 671-0776
Locations:

1663 N. Clyde Morris Blvd, Suite 2, Daytona Beach, FL 32117
444 W New England Avenue, Suite 202, Winter Park, FL 32789

As an investment adviser representative and partner of 20/20 Financial Advisers and Prime Capital Investment Advisors, Inc., Robert Branch holds designations as ChFC® (Chartered Financial Consultant) and CERTIFIED FINANCIAL PLANNER™ (CFP®). He provides wealth management strategies for people in “life transitions,” helping clients in situations ranging from lottery winners, those getting divorced (marital restructuring), those getting ready to retire, or those experiencing the death of parents or a spouse. He has built his practice around creating comprehensive, personalized plans for his clients’ wealth management needs.

A Daytona Beach native, Robert began his career in financial services as an account manager for The Acacia Group after studying business management at The University of Central Florida. In 1999, he became the senior partner in the Metro Financial Group boutique office. Then, in 2003, he merged Metro Financial Group into 20/20 Financial Advisers, LLC. In December of 2021, he merged 20/20 Financial Advisers, Inc and their Registered Investment Advisor, 20/20 Capital Management, Inc with Prime Capital Investment Advisors, Inc.

Robert holds life, health and variable annuity insurance licenses from the State of Florida as well as other states. He also holds the Series 65 securities registration.

He lives in Longwood, Florida with his wife, Penny, and their blended family of five. He enjoys cooking, travel, and spending time in the North Carolina Mountains where the family has a second home.

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