Skip to main content

  • What We Do
  • the Optimal Difference
  • Insights
    • JBlog
    • Advisor resources
    • Client content services
  • About
    • Are We Right for You
    • What We Believe
    • Events
  • Contact

 

 

Advisor Login

 

ibd_logo.png

download.png

barrons-logo.jpg​

 

    You are here

  1. Home
  2. Robert Whims

Robert Whims

Robert Whims
General Counsel

Robert’s finance background and depth of legal experience enables him to provide seasoned guidance to Optimal Capital Advisors clients. He is admitted to practice law in Michigan state courts as well as the United States District Court for the Western Districts of Michigan, Wisconsin, and the Southern District of California. He is a member of the California State Bar, and served as a Deputy District Attorney in both Orange County and San Diego County for over 10 years. Born in Detroit, Robert graduated from the University of Michigan Undergraduate School of Business in 1984, majoring in finance. He attended Pepperdine University School of Law on an academic scholarship and was a member of the Law Review there, and graduated in 1988.

Book a Meeting

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • 12935 SW Bayshore Drive Suite 305 , Traverse City, Michigan 49684 United States
  • Phone: 231-933-4677
  • Email: tommylee@optimalcapital.com

Please note Optimal Capital Advisors, LLC is filing an annual updating amendment extension for its ADV Part 1A & 2A Brochure and 2B Brochure Supplements due to circumstances related to the effects of COVID-19.  The Coronavirus caused disruption to our on-site access and we are working to transition full productivity remotely.  The firm will be able to file its annual updating amendments on or prior to the 4/30/2020 extended due date

© 2021 Optimal Advisor Solutions. All rights reserved.

Website Design For Financial Services Professionals