Advisors

Advisors

Robert Blakely

Robert founded Blakely Financial, Inc., in 1995. Believing that no one is more important than our clients, Robert focuses on comprehensive wealth planning that help meet the clients' individual needs. This is accomplished through a very personal relationship, involving understanding clients' unique goals and implementing a thorough plan to help clients achieve those goals.

Robert graduated from Averett College in Danville, Virginia, with a bachelor's in business administration. He is a CERTIFIED FINANCIAL PLANNER™ professional and continues his education through numerous seminars and conferences.

Robert is an active volunteer with various charitable and educational organizations in our community and resides in Thomasville with his wife, Donna. Chelsea, their daughter, graduated from University of Virginia with a BA in art history and is currently living and working in Richmond, Virginia.

Professional Designations, Certifications, Registrations, and Licenses

  • Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies
  • CERTIFIED FINANCIAL PLANNER™ certification awarded by CFP Board
  • Chartered Financial Consultant® (ChFC®), The American College, Bryn Mywr, Pennsylvania
  • Chartered Life Underwriter® (CLU®), The American College, Bryn Mywr, Pennsylvania
  • Certified Fund Specialist (CFS), Institute of Business and Finance
  • Enrolled MS in financial planning, College of Financial Planning, Denver, Colorado
  • Registered representative of Commonwealth Financial Network®, FINRA Series 7 securities registration
  • Life and disability insurance licensed
  • Long-term care insurance licensed

Professional Memberships

  • Financial Planning Association
  • Society of Financial Service Professionals

Education

  • Averett College in Danville, Virginia

 

Chairmans_seal
 

Robert Blakely is proud to have been recognized as a Chairman's Level advisor for 2016—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Steve LaFrance

Steve joined Blakely Financial, Inc., in early 2009. He previously worked for a global wealth management firm headquartered in Switzerland. Steve has partnered with Robert Blakely to help meet the financial planning needs of professionals, business owners, and retirees. Steve is a 1998 graduate of North Carolina State University and later completed his MBA at Wake Forest University in 2005. 

Steve's mission is to provide quality strategies customized to your needs. His goal is to be your primary source of financial advice. To this end, he concentrates his efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.

Steve is very active in the Triad community and resides in Greensboro with his wife, Emily, and two sons.

Professional Designations, Registrations, and Licenses

  • CERTIFIED FINANCIAL PLANNER™ certification awarded by CFP Board
  • Registered representative and Investment Adviser Representative of Commonwealth Financial Network®
  • FINRA Series 7 securities registration
  • FINRA Series 66 (Investment Adviser Representative) securities registration
  • Life and disability insurance licensed
  • Long-term care insurance licensed

 Professional Memberships

  • Society of Financial Service Professionals

Education

  • NC State University
  • Wake Forest University

 

Visit my YouTube channel

Will Armfield

Will joined Blakely Financial, Inc., in June 2014. He previously worked for a large broker/dealer firm headquartered in St. Louis, Missouri. Will serves individuals, families, and business owners through comprehensive wealth planning. By understanding clients’ goals, assessing risk tolerance, and implementing a thorough financial plan, clients are able to reach their goals and have peace of mind about their investments. 

Will grew up in High Point and graduated from Wesleyan Christian Academy. He then attended NC State University before transferring to High Point University, where he graduated with a BS in finance. Having started in the industry in 2008 and experiencing some of the toughest market environments with clients, Will brings a wealth of knowledge and experience to serve his clients' best interests.

Will is very active in the High Point community, where he lives with his wife, Katelyn. Will and Katelyn are members of High Point Country Club, where Will is an avid golfer. Will is active in the Panther Club at High Point University, where he serves on the club's board of directors in support of High Point University Athletics. He is also active with the Wolfpack Club at NC State University.

Professional Designations, Certifications, Registrations, and Licenses

  • Accredited Asset Management Specialist, AAMS®, College for Financial Planning
  • Accredited Investment Fiduciary, AIF®, College for Fiduciary Studies
  • Chartered Retirement Planning Counselor, CRPC®, College for Financial Planning
  • Registered representative and Investment Adviser Representative of Commonwealth Financial Network®
  • FINRA Series 7 securities registration
  • FINRA Series 66 (Investment Adviser Representative) securities registration
  • Life and disability insurance license
  • Long-term care insurance license
  • Long-Term Care Partnership (LTCP), licensed in North Carolina

Education

  • High Point University in High Point, NC
  • NC State University in Raleigh, NC
  • Wesleyan Christian Academy in High Point, NC