Since 1976, Bob has been helping investors like you pursue their financial goals, allowing his clients to focus on the things that are most important in life.

With the insight and industry knowledge that come with over 46 years in the business, Bob aligns each of his clients unique goals, values and objectives with holistic planning for all of their financial needs including but not limited to asset management, wealth management, estate planning, college tuition planning and retirement planning. Through an in-depth discovery process, Bob gets to know and understand each of his client’s specific situation, time horizon and risk tolerance and works diligently to assist his clients with exceptional customer service and knowledge.

With Raymond James’ extensive resources and broad range of specialists on hand, Bob’s planning-based approach is designed to help you meet your current financial needs while working together toward future goals.