Bob Schwartz brings 38 years of experience in assisting individuals with their investment needs. He has dedicated the past 31 years to Raymond James & Associates, where he is currently accepting new clients by referral only.
A graduate of the Georgia Institute of Technology, Bob was once recognized as a top producing Financial Advisor at Raymond James & Associates nationwide. His expertise lies in asset allocation and asset protection, utilizing Raymond James' vetted investment products. He specializes in constructing diversified portfolios, emphasizing high-quality municipal and corporate bonds, alongside leading equity investment managers worldwide.
Collaborating with a team of seasoned professionals, Bob offers services in exit strategies, asset sales, private offerings, initial public offerings, and various forms of lending*. He is committed to earning and maintaining the trust of his clients through personalized and strategic financial guidance.
*Lending services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.