Rob Lemmons

CFP®, AIF®
Managing Partner, Wealth Advisor

Meet Rob

Rob Lemmons is a Managing Partner, Wealth Advisor based in Cincinnati, Ohio with 35 years of experience in the field.

Rob Lemmons is Managing Partner and Wealth Advisor at Carson Wealth, where he oversees every client’s financial planning experience. He takes a holistic approach that goes beyond finances, focusing on understanding each client’s family structure, goals, and life priorities. Rob’s philosophy is that financial planning is deeply connected to life planning, helping clients set objectives and make informed decisions to pursue their vision.

Known for his thoughtful, client-focused approach, Rob works closely with clients to provide guidance that aligns with their personal and financial goals, helping to ensure a comprehensive and meaningful planning experience.

Outside of the office, Rob enjoys time with his three children, coaching various sports, and volunteering at his children’s school. He also serves on the board of the Over-The-Rhine & Walnut Hills Soup Kitchens & Pantry.

Rob Lemmons is not affiliated with Cetera Wealth Services LLC, Member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 35 years financial industry experience
  • 10 years with Carson Wealth
Education
  • BS Northern Kentucky University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • AIF®

Carson Wealth

4665 Cornell Rd Suite 160
Cincinnati, OH 45241
(513) 984-6696

Areas of Focus

  • Pointer Image Charitable Giving
  • Pointer Image Private Client