Rob has worked as a financial advisor since 1993. While he advises a diverse group of clients, he specializes in providing customized income solutions for clients transitioning into retirement. Rob’s tenure in the industry before Raymond James was with Merrill Lynch, where for 11 years he was the resident director of the Virginia Beach office. Rob is a founding partner of Blue Ocean Wealth Advisors with long-time partners Jennifer Duffy and Sandra Peters.
Prior to becoming a financial professional, Rob served in the United States Army for 20 years as a field artillery officer, retiring from active duty at the rank of colonel. A graduate of Davidson College, Rob continued his formal education while in the Army by earning a Master of Education in guidance and counseling at Duke University and an MBA from Long Island University. Later, he was selected to attend advanced financial service courses at The Wharton School of the University of Pennsylvania and Harvard University.
Today, Rob serves in the community on the boards of Virginia Beach Vision, the Old Dominion University Athletic Foundation and the Virginia Beach Library Foundation. He and his wife, Ann, reside in Virginia Beach.