Robert Leggett is a Chartered Financial Analyst, Certified Financial Planner, and Managing Partner of WealthShield Partners, LLC ®. Robert’s career spans more than two decades in business, including extensive work in financial services, legal, tax, real estate and accounting, which gives him the diverse experience needed to manage and grow wealth in today’s marketplace.
For more than 15 years, Robert has focused on tapping into the power of passive investments to diversify, reduce expenses and create tax-efficient portfolios. He believes that proper asset allocation and risk management strategies add value and drive long-term portfolio performance, and he takes this approach with WealthShield Partners' clients daily.
Prior to joining the firm, Robert served as the First Vice President of UBS in Raleigh, Vice President of Merrill Lynch in Cary, President/CEO of Leggett Stores in Danville and, first, an attorney at the regional law firm of Mays & Valentine.
Robert earned a Bachelor of Science degree in Business Administration with a concentration in accounting from Emory University, where he graduated summa cum laude. He earned his Juris Doctor from the T.C. Williams School of Law at the University of Richmond.
Caroline Leggett joined WealthShield Partners, LLC® in 2017 as part of its original launch team. As Director of Marketing, Caroline was responsible for creating and maintaining all of the firm’s internal marketing deliverables in addition to supporting the brand formation and content development for WealthShield Partner’s advisors. She also directly supported the company co-founder in all schedule coordination, event planning and client engagement to ensure the effective delivery of high quality service to the firm's advisors.
Now as Director of Advisor Relations, Caroline oversees all steps of the advisor onboarding and integration process. In this dual project management and transition support role, Caroline works hand-in-hand with new advisors moving into the firm's models, as well as the platform team, vendors, custodians and partners. Once fully onboarded, Caroline then supports advisors’ growth and evolution on the platform, maximizing their knowledge, use and overall success.
Prior to joining WealthShield Partners, LLC, Caroline worked for Insight Global, an award-winning staffing company, and at both the North Carolina Legislature and London-based nonprofit Standing Together Against Domestic Violence. Caroline is a graduate of the University of North Carolina at Chapel Hill, with a BA in international studies, political science, and anthropology. She is an avid indoor cyclist and teaches spin classes in her free time.
Victoria Handley Araj, CFP® has been a member of the WealthShield Partners, LLC ® team since June of 2018. As Director of Operations, Victoria focuses on fostering advisor and investor success by providing comprehensive operational leadership and white-glove client service. Victoria’s responsibilities include business management and administration, advisor and investor support, human resources management, financial planning, compliance support, and technology management.
Victoria has been working in the financial services industry for over a decade. Prior to joining WealthShield, she spent several years with Envestnet | Tamarac, a financial software company focused on supporting RIAs. While there, Victoria served in various roles that encompassed RIA consulting and support in data maintenance, performance reporting, portfolio rebalancing, and client relationship management software. Victoria also held previous positions in the financial research and student loan industries. Victoria’s past experiences provide her with the background necessary to successfully support the WealthShield Partners team in fully leveraging their technological and operational platforms.
Victoria is a graduate of Georgetown University, where she studied Anthropology and Theater. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds an Executive Certificate in Financial Planning from Duke University. Victoria lives in the greater Raleigh, North Carolina area with her husband and their two rambunctious cats. In her spare time, she loves to read and travel.
Jessica Alpers joined the WealthShield Partners, LLC ® team in November of 2022 as the Manager of Operations. Jessica's responsibilities at WealthShield Partners include the implementation of compliance policies and procedures, client account opening and maintenance, and back- and middle-office administration. Jessica has held various roles in the financial services industry and has found that her passion lies in operational leadership. Throughout her career, Jessica has always prioritized integrity and client service.
Before joining WealthShield Partners, Jessica served as the Manager of Operations at an RIA located in Chapel Hill, North Carolina. Jessica was responsible for all client service management tasks in this role, including account opening and account maintenance. In addition to providing client service, Jessica managed all of middle- and back-office needs of her firm. Jessica has a strong background in relationship management and enjoys being the "right hand" to the advisors she supports.
Jessica's experience in the RIA space and her knowledge of operational systems provides her with the extensive background necessary to fully support the WealthShield Partners team.
Originally from Nevada, Jessica is a graduate of the University of Nevada, Reno, where she majored in both Finance and Economics. Jessica is currently completing her Director of Operations certification training through the women-focused DOO program called the Ops Authority and is on track to finish this course in March 2023. She hopes to incorporate her newly-learned skills in project management, human resources, and effective communication practices into her role with WealthShield Partners®. Jessica lives in Holly Springs, North Carolina, with her husband and their beloved dog, Boone.
Kayla Sorrell joined WealthShield Partners, LLC® as the Marketing & Operations Specialist in July of 2020 and was soon promoted into her current role as the Manager of Marketing & Advisor Support. She is responsible for creating and managing marketing deliverables, content development, and branding for WealthShield Partners, LLC. In addition, Kayla manages all aspects of the brand formation process for incoming advisors to ensure the effective delivery of our marketing offerings. These offerings include the set up of websites, logos, email automation, deck templates, and social media profile build-outs.
Before joining the WealthShield Partners, LLC® team, Kayla was a Professional Recruiter for Insight Global, an award-winning national staffing company that specializes in the accounting, financial and engineering industries. She has also held a marketing role at LVMH Moët Hennessy – Louis Vuitton where she oversaw the development of retail marketing content, worked with design teams to brief upcoming promotional collateral, and identified and developed corporate partnership opportunities to build out future campaigns.
Throughout these experiences, Kayla has loved being creative and finding new ways to successfully leverage and appeal to a wider audience while helping to deliver a clear and professional brand. Kayla is excited to provide exceptional marketing services to WealthShield Partners, LLC®, and to foster business development and strategic growth initiatives that accelerate the firm’s engagement and success.
Kayla is a proud alumni of Penn State University, and holds a bachelor’s degree in Marketing and Corporate Innovation and Entrepreneurship. She currently lives in Raleigh, NC and is a dedicated Penn State football fan.
Christian has been in the financial services industry for over 27 years serving in a variety of roles. Prior to joining WealthShield Partners, LLC® in 2020, Christian founded his own firm, Private Wealth Advisory and Consulting LLC, specializing in working with independent advisors and firms across the United States. In addition, he was a Director and ran the eastern part of the country for the RIA division for Raymond James, growing it to over $20 Billion in assets in six years.
Following (3) years of playing professional golf on various tours across the country, Christian joined Merrill Lynch in 1993 as a Financial Advisor. He built a successful financial advisory practice managing more than $200 million in assets before starting a management career at Merrill Lynch’s Washington, DC office in 1999. In 2003 he moved to UBS as a Director, where he ran retail offices in the state of North Carolina. During his tenure at Raymond James, UBS, and Merrill Lynch, he received numerous awards for his achievements as a top Advisor and director.
Christian earned his bachelor’s degree with a double major in economics and political science from Florida State University. During his time there, he was a two-time All-American and captain of the FSU golf team.
Christian lives in Raleigh, NC, with his wife Kristen of 27 years and their 2 children Conner and Kara. They are very active in their church as well as several local and national non-profits.
With more than 20 years of experience providing financial planning, strategic investment advice and comprehensive tax management solutions, Michael Helms, CPA, CFP® joined WealthShield Partners, LLC® as a Wealth Manager in 2017. His hands-on experience and client-first focus is central to the company’s ongoing growth, evolution, and support services by helping both the organization and its customers gain a critical competitive advantage.
Immediately prior to his joining WealthShield Partners, LLC Michael was the Managing Director of EverGreen Financial Services, Inc. Here, he worked with independent clients in the greater Greenville area, leveraging in-class asset management and broad-reaching tax and financial management solutions to maximize and preserve their long-term wealth.
Michael earned his MBA with a focus in Accounting and Finance as well as his B.S. in Finance from the University of South Carolina at Columbia. He is a Certified Public Accountant (CPA), CPA, Certified Financial Planner (CFP), and he is a member of the AICPA.