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Get to Know Axio Wealth Management: Founder Rob Shelton

February 6, 2025

It’s part two of our series with founder Rob Shelton where we’ll introduce you to all areas of the business to give you a better idea of who we are and what drives us. Today we’re shining the spotlight on wealth manager and founder Rob Shelton to learn more about him away from financial planning.

Discover how his upbringing shaped his career, his passion for community service, and the hobbies that keep him grounded. We’ll talk a lot about his family and the unique way that he and his wife stay connected. It’s a fun conversation that we think will help you know our founder a little better.

Here’s what we discuss in this episode:

0:00 – Intro

1:09 – Rob’s upbringing

3:29 – Life outside of the office

5:58 – What would Rob do if he weren’t doing this?

6:51 – What would people be surprised to learn about Rob?

7:38 – Rapid fire round

Helpful Resources:

Phone: 801-717-9237

Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book

Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

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Securities offered through J.W.Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Axio Wealth Management and JWC-/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Axio Wealth Management are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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