Our Team

Our Team

Robert Blakely, CFP®

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. 

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 2018—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer 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, CFP®

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 PLANNERcertification 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

 

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Will Armfield, AAMS®

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, he strives to help clients reach their financial goals and have confidence 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

Emily Promise APMA ®, CRPC®

Emily joined Blakely Financial, Inc. in 2017 and works to provide clients with comprehensive financial planning.  She brings a wealth of various industry experience, having worked at the Massachusetts State Treasury, Commonwealth Financial Network® and Goldman Sachs. Emily decided to partner with BFI because of the opportunity to make a difference in the lives of other people.

Emily grew up in Marblehead, Massachusetts and graduated from Marblehead High School.  In her free time, Emily enjoys playing golf. She volunteers as a Big Sister in the Big Brothers Big Sisters of the Central Piedmont organization.  She is a member of Women in Motion of High Point. 

Emily's impressive work ethic, tenacity and vision bring much to Blakely Financial, Inc. and we are proud to have her as part of our team.

Professional Designations, Certifications, Registrations, and Licenses

  • Accredited Portfolio Management Advisor, APMA®, College for Financial Planning
  • Charted Retirement Planning Counselor, CRPC®, College for Financial Planning
  • Accredited Investment Fiduciary, AIF®, College for Fiduciary Studies
  • CFA® Investment Foundations Certifications, CFA® Institute 
  • Registered representative of Commonwealth Financial Network®
  • FINRA Series 7 securities registration
  • FINRA Series 66 (Investment Adviser Representative) securities registration

Professional Memberships

  • Greensboro Society of Financial Service Professionals, Financial Literacy Committee
  • SynerG Young Professionals, Greensboro

Education

  • High Point University in High Point, NC
  • Majored in Finance and Accounting

Susan Moore FPQP

Financial Paraplanner Qualified Professional

Susan joined Blakely Financial, Inc., in November 2005 as an administrative assistant. Since that time, Susan has grown in her responsibilities as she strives to make every interaction with our office extraordinary.

Susan is responsible for client administrative matters; she oversees daily office affairs and ensures that all facets of client paperwork and database management are handled properly. In early 2016, Susan successfully completed the Financial Paraplanner Qualified Professional designation program from the College for Financial Planning. She spent six months taking a very rigorous curriculum in the financial planning process, the time value of money, and retirement planning. Susan is also a notary public.

Susan resides in High Point with her husband and two daughters. She is active in her church Sunday School group. In addition to spending time with her family, Susan enjoys traveling and taking long walks with her dog, Tucker.

Donna Blakely AAMS®, MBA

Marketing & Client Relations

Donna is a 1989 graduate of Appalachian State University and a 1995 MBA graduate of the University of North Carolina at Greensboro. She is currently a broker's administrative assistant with Blakely Financial and is responsible for marketing and client relations. In August of 2018, Donna earned her AAMS® (Accredited Asset Management Specialist℠) designation, which furthered her knowledge and understanding of the industry.

Prior to working with Blakely Financial, Inc., Donna was a pharmaceutical sales representative with GlaxoSmithKline. She then became co-owner and general manager of the J.H. Adams Inn. With the experience gained in these service positions, Donna believes that no one is more important than the customer, and her goal with Blakely Financial is to help us meet the needs of all of our clients through personalized attention and service.

Donna is active with Women in Motion of High Point, the YWCA, a member of the Junior League of High Point and active in Communities in Schools of Thomasville.  In her time away from the office, Donna enjoys cooking and attempting to play golf.

Ashley Hancock

Client Services Assistant

Ashley joined our team in March of 2018. She brings strong customer service and attention to detail from her previous jobs and believes nothing is more important than a satisfied client. Ashley will assist the team in daily office operations including client paperwork, appointments and miscellaneous requests. 

Ashley graduated from Randolph County Community College in 2018. 

She resides in Greensboro with her husband, Daniel and their furry four-legged children.  Ashley enjoys playing softball and singing in her church's praise team.

Samantha Burkhart

Administrative Assistant

Samantha joined Blakely Financial, Inc. in March 2019 and will often be the first voice you hear when you call our office. She will schedule appointments and assist our team in daily office operations including client paperwork and database management.

Samantha graduated from the University of North Carolina at Greensboro in 2017 with a Bachelor of Science in Marketing.

In her spare time, Samantha enjoys spending time with her new husband and their furry, four-legged children.