Robert Caird, CFP

Wealth Advisor

Rob has pursued personal finance and investments since grade school, even interning in the Trust Department at GBC as a high school student.  Since then, he received his B.S. from Ball State University with a double major in Finance and Accounting and a concentration in Financial Planning.  In addition, he attended the College for Financial Planning and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

After starting his career as a Financial Advisor at Edward Jones in 2014, Rob joined GBC in April of 2016, where he plans on developing a long career as a Wealth Advisor.  He is involved in the community in his active roles on the boards of the Rotary Club of Greenfield and the Greenfield Central School Foundation, and he also volunteers at the Hope House, and Habitat for Humanity.  

Rob grew up in Greenfield where he now lives with his wife Gina, a teacher for Greenfield School Corporation. They have three children, Emersyn, Addison, and Boston. They enjoy hiking in Brown County, bike rides on the Pennsy and Monon trails, or anything else that gets them outdoors.

Phone (317) 467-7037 x5261
Fax (317) 477-7211