Bob Rauf, CLU®, ChFC®
Wealth Management Advisor


Meridian Financial

My Team

Everyone on the Meridian Financial team strives to live our core values every day. As we partner with our clients, our commitment is to always be:

  • Responsive
  • Accessible
  • Proactive
  • Insightful
 
Bob Rauf

Bob Rauf, CLU®, ChFC®

Wealth Management Advisor
919-755-3201

Summary: Enjoys creating retirement plans, tennis and the Jimmy V Foundation.

The favorite part of his job is watching clients realize they can retire and do more of what they love. For almost three decades Bob has been partnering with clients to help them achieve their financial goals and make sure they're prepared for retirement. Bob knew he wanted to be a financial planner from a young age, and after graduating from UNC Charlotte with a B.A. in Economics, he began his career with Northwestern Mutual.

In his practice, Meridian Financial, Bob leads a team specializing in multi-generational financial planning. Bob's focus is guiding individuals nearing retirement through the height of wealth accumulation and into income distribution, while his partner Jason Garey is focused on risk management and financial planning to maximize wealth accumulation.

Bob has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. These empower Bob to provide knowledgeable and trustworthy guidance on life insurance options and comprehensive financial planning.

Bob lives in Cary, NC with his wife Lisa and his three children Brian, Megan and Sam. He enjoys tennis, golf and reading. Bob loves to volunteer with the Jimmy V Foundation for Cancer Research.

 

 
Jason Garey

Jason Garey, CFP®, ChFC®

Financial Advisor
Mobile 919-985-1023

Summary: Partners with clients on financial literacy and getting established. Loves the outdoors and spending time with his family. 

Jason's tireless work ethic, goal-oriented outlook and leadership skills led him to a collegiate and professional soccer career. He uses those same skills as he partners with clients on their financial planning.

Born and raised in Southern Louisiana, Jason attended the University of Maryland as a walk-on to the varsity soccer team. While at Maryland he led his team to 4 Final Fours and the 2005 National Championship Title. He was honored with the Hermann Trophy as the nation's top college player, named a two-time All-American and Academic All-American, and the NCAA Academic All-American of the year.

After graduating in 3.5 years with a B.S. in Finance, Jason had a successful seven year pro soccer career with the Columbus Crew, Houston Dynamo, and the Carolina Railhawks. After retiring in 2012, Jason joined Northwestern Mutual and the Meridian Financial team under the mentorship of Wealth Management Advisor Bob Rauf.  Jason specializes in comprehensive financial planning and individualized asset allocation. He enjoys helping his clients navigate their way to achieving financial security and accomplishing their personal, professional, and financial goals. Jason has earned the Chartered Financial Consultant (ChFC®), Certified Financial Planner (CFP), FINRA Series 7 and Series 66 investment licenses. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Jason and his wife, Meghann, live in Holly Springs, NC with their two sons Wyatt and Gunnar. He enjoys spending time with his family, fishing, hunting, golfing and partaking in delicious Lousianna inspired cuisine.

 
Debbie Kenny

Debbie Kenny

Director of Insurance Services
Office 919-755-3201
Mobile 919-724-3981

Summary: Gets satisfaction from providing stellar client service, baking and water sports.

With a background in both sales and operations, Debbie strives for client satisfaction and appreciates the importance of meticulously checking the details. Her love of administration and keeping happy clients makes Debbie the perfect fit for the Meridian Financial team. She has eight years of financial services experience and was drawn to Northwestern Mutual by the strong industry name, great reputation and her personal experience with the company in the past.

A native Michigander, Debbie and her husband Bob now call Fuquay-Varina home. Debbie loves to bake and frequently brings sweet treats into the office. She also enjoys working out, a variety of water sports and volunteering with Northwestern Mutual’s non-profit partner, Alex’s Lemonade Stand Foundation.

 
Andrew MacDougall

Andrew MacDougall, CFP®

Associate Wealth Management Advisor
Office 919-755-3201

Summary: Enjoys creating the perfect plan and making the client experience effortless.

Andrew has 8 years of experience in the financial industry. He works to help clients on their journey to financial security and assists with wealth management and financial planning. Andrew understands that each client is unique and he enjoys coordinating the various parts that create the perfect custom financial plan.  Andrew recently completed his FINRA Series 7 and Series 63 securities licenses.  Andrew is originally from New York, but now lives in Raleigh, with his wife Merissa.  He and his wife have enjoyed exploring various area attractions such as festivals, eateries, museums, sporting venues, and the infamous North Carolina State Fair. Andrew enjoys sailing, playing sports and volunteer work.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck