Robert M. Tankesley III

Further information about Robert M. Tankesley III:

Bob is a managing member of Private Wealth Counsel. His counsel as a retirement strategist involves incorporating tax planning and portfolio management to clients who are planning for, transitioning into, or who are in retirement. As a specialist in the area of executive compensation, Bob helps clients implement the strategies associated with stock options, restricted stock, deferred compensation and other corporate benefits that maximize portfolio value and minimize the effect of taxes. He has created and implemented targeted financial solutions for professionals, executives, retirees and business owners as a financial advisor since 1995.

Bob is licensed as a Certified Public Accountant (CPA) by the state of Georgia and is a Certified Financial Planner (CFP). He has also earned the designation of Accredited Investment Fiduciary Analyst (AIFA) from the Center for Fiduciary Studies in Pittsburgh, Pennsylvania. Bob is an active member of the American Institute of Certified Public Accountants (AICPA), the Georgia Society of Certified Public Accountants (GSCPA) Estate and Tax Sections and the Georgia Chapter of the Financial Planning Association (FPA).

Bob earned his BSBA, Cum Laude, in both Accounting and Financial Management, from the University of North Carolina in Asheville. He also earned his MBA at Appalachian State University in Boone, North Carolina with an emphasis in Finance.

Bob and his wife, Shannon, reside in north Atlanta and are active members of Woodmont Golf and Country Club. Bob enjoys playing golf, reading and traveling.

Compensation and Fee Structures:

Fee-Only

Licenses, Certifications & Affiliations:

CPA, CFP

Education:

Bachelors of Science
Masters of Business Administration

---

Further information about Private Wealth Counsel, LLC:

(Size of firm: 0-9 advisors)

There are 4 reasons why Private Wealth Counsel is successful:

1. Our advisors are more experienced than most - 25 years of combined advisory experience.
2. We cost less - Direct investment into stocks, bonds and ETFs eliminates mutual fund fees.
3. We reduce risk - Institutional money management approach.
4. Better performance - Our track record speaks for itself.