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Robert A. Goddard, III
Robert A. Goddard, III
Financial Planning Specialist
Financial Advisor
2906 North Patterson Street
Valdosta, GA 31602
tel: 229-293-3920
toll free: 800-445-7287
fax: 229-247-2071
Email Me
Welcome Associations Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Valdosta State University Foundation
    Board of Trustees
    Valdosta, GA
  • St. John the Evangelist Catholic Church
    Parish Council
    President
    Valdosta, GA
  • Annette Howell Turner Center For The Arts
    Board Member
    Valdosta, GA
  • Valdosta Lowndes County Chamber of Commerce
    Member
    Valdosta, GA
  • Valdosta Rotary Club
    Member
    Valdosta, GA
Education and Licensing
  • Master of Fine Arts, 1995
    Virginia Commonwealth University
    Richmond, VA
  • Bachelor of Fine Arts/Public Speaking, 1991
    Valdosta, GA
  • Financial Planning Associate Designation, 2006 Smith Barney
    Valdosta, GA
  • Series 7 - General Securities Representative, 2001
    Charlotte, NC
  • Series 24 - General Securities Principal, 2002
    Charlotte, NC
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam, 2003
    Charlotte, NC
  • Life, Health & Variable Annuity Insurance, 2004
    Valdosta, GA
  • SB Advisor Certified, 2006
Services
  • Wealth Management
  • Asset Management
  • Retirement Planning
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Municipal Bonds
  • Lending Services
  • 529 Plans
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney*
    Financial Planning Specialist
    Financial Advisor
    Valdosta, GA
  • 2004 - 2006: Banc of America Investment Services
    Financial Advisor
    Valdosta, GA
  • 2001 - 2004: Banc of America Investment Services
    Brokerage Operations
    Charlotte, NC
Bulletin Board
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • Before you buy another CD, talk with us about our wide selection of CDs with competitive yields, and make a more informed investment.
  • We consistently rank among the leaders in distribution and trading of tax-exempt, fixed-income securities. The strength of the firm's tax-exempt platform is reflected in our current number one ranking in lead-managed* municipal bond underwritings. See Municipal Bonds under Key Links on the left for details.
    *Source: Thompson Financial Securities Data
Robert A. Goddard, III is licensed in the following state(s): AL, CO, FL, GA, MI, NC, SC, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

100 Point Commentary (pdf)
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