Robert Davenport

Robert Davenport, MSFS, AEP, AIF®, CDFA

MANAGING DIRECTOR

Robert Davenport is the Managing Director of the United Capital office in Las Vegas. A native of Las Vegas, Rob focuses his practice on providing strategic solutions in the areas of private wealth counseling, investments, estate planning, asset protection, retirement planning, executive benefits, tax strategies, risk management and education funding. Rob’s qualifications to advise his clients in their pursuit of financial independence include a combination of education and experience. He holds both Bachelor’s and Master’s Degrees in Finance and has about 20 years of experience in building several successful financial services businesses and a loyal client following. Rob is also a Certified Family Business Specialist, an Accredited Estate Planner and an Accredited Investment Fiduciary.

"Financial planning is a relationship business," says Rob, "and I enjoy working closely with my clients to try to help safeguard the financial futures of their families and businesses. It is easy to procrastinate when it comes to financial planning, but keep in mind, time wasted is impossible to recover. Although every client's situation is unique, each one shares the common need to accumulate wealth, provide for a rewarding retirement, attempt to guard against unforeseen misfortune and liability, and plan for the tax-efficient distribution of their legacy. In order for businesses to recruit and retain top executives and qualified employees, they must provide appropriate incentives and comprehensive benefit programs. I also focus on trying to create peace of mind for employers by crafting business continuation and risk management plans to ensure that the operation of their company can endure even the loss of a significant employee."

Active in his community and profession, Rob serves on the UNLV College of Business Finance Advisory and Alumni Association Boards and on the Board of Advisors for the UNLV Finance Department.