Broker Check
E. Robert Branch III, ChFC®, CFP®

E. Robert Branch III, ChFC®, CFP®

Investment Adviser Representative

As a Partner of 20/20 Financial Advisers and Prime Capital Investment Advisors, Inc., a ChFC® (Chartered Financial Consultant) and Certified Financial Planner (CFP ®), Robert provides wealth management strategies for people in "Life Transitions." His client base includes situations ranging from Lottery Winners, Divorce (marital restructuring), Retirement, Death of Parents or Spouse. He has built his practice around creating comprehensive, personalized plans for those client’s 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.

He holds Life Insurance, Health Insurance, and Variable Annuity Licenses from the State of Florida as well as other states. He also holds the Series 65 securities license.

Robert lives in Longwood, Florida with his wife Penny and their blended family of 5. He enjoys cooking, travel, and spending time in the North Carolina Mountains where the family has a second home.