Rhett started his financial services career as an Advisor with Prudential Financial in 2006 and has held multiple senior-level roles within the industry since that time.
In 2009, he was promoted to management and moved from Florida to build a team of Financial Advisors, capable of serving clients with the highest standard of professionalism. Under Rhett’s leadership, his team consistently placed among the top ranks in per capita performance within a territory that spanned across the Midwestern United States. Rhett placed a heavy emphasis on running client meetings with his associates, averaging over 500 client appointments per year. Three of his advisors achieved M.D.R.T. or ‘Million Dollar Round Table’ recognition, and many others continue to experience success in their practice.
In 2015, Rhett accepted the position of Senior Financial Advisor for ‘The National Advice Center’, a start-up division within Capital One Investing. During his time there, he was awarded for his efforts involving various projects and initiatives, including his contribution toward the development of a proprietary managed investment platform, his material participation in a pilot program to establish client-facing video conference capabilities, and his role in developing and hosting interactive retirement planning workshops. Despite his involvement with several other projects, Rhett consistently placed a top priority on listening to his advisory clients and fully advocating for them.
Rhett joined the Heritage Wealth Management Group, an independent advisory firm in 2019. He served as Managing Director and Head of Portfolio Management. He successfully led an initiative to build the company’s operational capacity and solidified his reputation for delivering value to both clients and advisors.
Rhett co-founded Black Arrow Capital, LLC in 2023. He serves as Head of Portfolio Management and directs the company’s investing, operations, service, and compliance activities. Rhett earned a Bachelor of Arts from the University of South Florida in 2004. He also holds designations as Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and CERTIFIED FINANCIAL PLANNER™ (CFP®).
Outside of his favorite time being spent with his wife and three young children, Rhett enjoys reading, lifting weights, and spending time outdoors. He maintains an avid enthusiasm for history, economics, and the financial markets.
Copyright © 2024 Black Arrow Capital, LLC - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.