Bob has more than 30 years of experience in the financial services industry. He holds Series 7, 63 and 65 securities licenses, and is also licensed in life and health insurance. Throughout his career, he has built many strong relationships, getting to know each client’s family, and becoming a trusted advisor and friend.
His clients know he truly cares about them and their financial well-being. He teaches them about the cardinal rules of an educated investor – systematic investing over time, diversification, and patience.
To customize a comprehensive financial plan for each of his clients, Bob begins by defining their financial needs, investment experience, risk profile and goals. These may include saving for a home, funding their children’s education, accumulating wealth for retirement, and leaving a legacy. Once the plan is establish, it is reviewed on an annual basis or when a major life event happens.
Before joining Raymond James in April 2010, Bob served over 25 year with Morgan Stanley/Smith Barney. He earned a Bachelor’s Degree in Managerial Studies from Rice in 1979. Passed the CPA exam in 1984.
CPA services not offered through Raymond James.