Raymond James & Associates
42yrs
Top advisor by experience in Tavares
26yrs
Robert Clark
Financial advisor at Destiny Wealth Partners
Based in Tavares, Florida, Robert Clark is a financial advisor with 26 years of industry experience. Robert has been with Destiny Wealth Partners since 2017; before that, Robert spent two years at CWM and three years at Ruggie Wealth Management. Robert holds the CFP® designation.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience in Florida
Office2100 Lake Eustis Dr., Tavares, FL 32778
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$1.01 million
Advisors at the firm16
States licensed ?1 state
Services through Destiny Wealth Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Oct 2025 – nowDestiny Family OfficeCurrent
- 2018 – 2020CWM, LLCPreviously
- 2017 – nowDestiny Wealth Partners, LLCCurrent firm
- 2017 – 2021Ruggie Wealth ManagementPreviously
- 2009 – 2017Independent Financial PartnersPreviously
- 2004 – 2011LPL Financial LLCPreviously
- 2000 – 2004WS Griffith Securities, Inc.Previously
Contact Robert
(352) 343-2700Destiny Wealth Partners main office 2100 Lake Eustis Dr.Tavares, FL 32778Office · Get directions Firm websitedestinyprivatetrust.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Destiny Wealth Partners at (352) 343-2700 and ask for Robert Clark. Robert works from the Tavares, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2000, about 26 years. Top 25% by experience in Florida.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Destiny Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Destiny Wealth Partners
36yrs
Top advisor by experience at Destiny Wealth Partners
Synergy Investment Management
34yrs
Top advisor by experience at Synergy Investment Management
Cetera Investment Advisers
32yrs
Top 13% by experience in Florida
Destiny Wealth Partners
31yrs
Top 12% by experience at Destiny Wealth Partners
Wells Fargo Advisors
31yrs
Top 15% by experience in Florida