Robert Harmon

Robert is a Senior Client Relationship Manager in Investor Services at Spectrum Financial with nearly three decades of experience in the financial services industry. He works closely with clients to support their long-term financial plans and provide guidance as they navigate important investment decisions.

Before joining Spectrum Financial, he worked with Waddell & Reed Financial Services. He is a graduate of Old Dominion University and has spent 29 years building experience in client service, investment markets, and long-term financial planning.

In his role at Spectrum Financial, he focuses on understanding each client’s financial objectives, time horizon, and tolerance for risk. He believes effective client service begins with listening and careful planning, as no two clients have the same goals or circumstances. He works diligently to ensure clients remain aligned with their long-term investment strategy.

He is known for his accessibility and commitment to client service. With decades of industry experience, he provides clients with thoughtful guidance and clarity as they navigate important financial decisions.

Originally born in Australia while his father was stationed there with the U.S. Navy, he has lived in Virginia Beach since childhood. He and his wife, Tracy, enjoy spending time with their five children and staying active with their family.