Address
3540 Toringdon Way Suite 200
Charlotte, NC 28277
Robert A. Healy
Insurance Producer, WealthPlan Financial Group
Robert “Bob” has spent more than 47 years helping individuals, families, and business owners protect what matters most through thoughtful financial and insurance planning. After a long and successful career in the securities industry, Bob is now retired from the securities business and continues to serve clients as an insurance producer, focusing on wealth preservation, life insurance, long-term care planning, and legacy planning.
Originally from New York, Bob attended Belmont Abbey College in Belmont, North Carolina, where he was a Dean’s List student and captain of the baseball team. Shortly after graduation, he made Charlotte his home. Bob has served on the Board of Trustees of Belmont Abbey College and is a past president of the Alumni Association. He also served as president of the Athletic Association at Charlotte Catholic High School.
Bob is a Lifetime Member of the Million Dollar Round Table (MDRT). Today, he conducts educational seminars and workshops for civic organizations, churches, and businesses, helping individuals better understand insurance solutions, retirement income planning, and estate planning concepts.
Bob and his wife of 51 years, Bernice, have three children and four grandchildren. They are active members of St. John Neumann Catholic Church, where Bob serves on the Finance Council. In his free time, he enjoys spending time with his children and grandchildren, playing golf, traveling, and relaxing at his home in the North Carolina mountains.
