Robert Vann’s perspective on wealth is shaped by more than two decades of advising families through complexity. He began his career as a trust and estate attorney, helping families—from first-generation wealth creators to multi-branch dynasties—navigate the intricacies of legacy planning. With experience serving clients whose net worths ranged from $5 million to over $1 billion, he developed a clear understanding of how strategic decisions around tax, trusts, and governance can echo across generations.

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That foundation of legal insight became the bedrock for a broader advisory career. After transitioning into wealth management, Robby held senior roles at Northern Trust and First Manhattan Company, where he guided ultra-high-net-worth families through investment decisions, estate and philanthropic planning, and cross-generational transitions. His blend of legal, fiduciary, and wealth advisory experience allows him to distill complex concepts into actionable strategies, providing clients with the clarity and confidence to make thoughtful decisions about their wealth.

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As a Senior Relationship Manager at Balentine, Robby leads with that same commitment to thoughtful partnership. He works closely with clients to align wealth strategies with family values, ensuring that financial plans support both near-term objectives and long-term purpose. His ability to integrate legal insight with financial expertise exemplifies Balentine’s leadership mindset and its mission to help clients define and fulfill their legacy.

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A native of Birmingham, Alabama, Robby holds a BA in Economics from Vanderbilt University, a JD from the University of Georgia School of Law, and a Certificate in EU Law Studies from the Université libre de Bruxelles. He now divides his time between Atlanta and Cashiers, North Carolina. Robby's career has been guided by a belief that wealth, when managed with intention, can be a powerful tool for building not just security, but legacy.

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