Wells Fargo Advisors
47yrs
Top advisor by experience in Savannah
21yrs
Robert Pace
Full name on record: Robert Randall Pace Jr
Financial advisor at Truist Advisory Services
Robert Pace has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Savannah, Georgia. After three years at BB&t Securities and seven years at Truist Investment Services, Robert joined Truist Advisory Services in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. Truist Advisory Services reports being paid through a percentage of assets and flat fees.
One of 317 advisors with offices in Savannah, and one of 289 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors nationwide
Office33 Bull St Floor 3, Savannah, GA 31401
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?2 states
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowTruist Advisory Services, Inc.Current firm
- 2017 – 2021BB&t Securities, LLCPreviously
- Sep 2016 – Oct 2017Truist Advisory Services, Inc.Previously
- 2010 – 2016Truist Investment Services, Inc.Previously
- Oct 2009 – Jan 2010MerrillPreviously
- Mar 2008 – Oct 2009Banc of America Investment Services, Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
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About Robert
How do I contact Robert?
Call Truist Advisory Services at 800-874-4770 and ask for Robert Pace. Robert works from the Savannah, GA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2005, about 21 years. More experience than 64% of advisors nationwide.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed 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.
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