Robert W. Phinney, Jr. Managing Director

Robert Phinney
“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” -Aristotle |

As a co-founder of Boston Capital Wealth Management and a seasoned advisory professional, Bob provides customized and integrated asset management solutions for entrepreneurs, business owners, individuals and families. Since joining the financial services industry in 1993, Bob has developed a particular and differentiating expertise in creating and implementing asset allocation models, which seek to preserve wealth and mitigate risk during excessively volatile and unstable global markets.

Through rigorous and disciplined financial forensics – including exhaustive information gathering – Bob pays notable attention to the importance of preparation, client communication, and the acquisition of a meaningful understanding of each client's specific and very personal objectives for their wealth. His work includes pre-liquidity trust and estate planning, tax mitigation, investment policy management and the engagement of sophisticated hedging and monetization structures for concentrated equity positions. Bob and his team diligently strive to instill confidence, awareness and trust in every client relationship.

Prior to joining Raymond James, Bob was a senior vice president and wealth advisor at Morgan Stanley for approximately 14 years, where he was a member of the Century Club* from 2010 until 2016 and a senior member of the Business Owner's Executive Council**. He earned a bachelor's degree from St. Lawrence University and graduated with academic distinction from Brooks School in North Andover, Massachusetts, where he was inducted into the Athletics Hall of Fame in 2014. Originally from Andover, Massachusetts, Bob currently lives in Duxbury and Boston.

* Morgan Stanley Wealth Management Century Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Club membership is no guarantee of future performance. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating. Raymond James is not affiliated with Morgan Stanley.

** An invitation-only program reserved for the top 2% of financial advisors that have shown a deep understanding of the needs of small- and middle-market business owners. The goal of the council is to share new and innovative strategies to help business owners bridge the gap between successfully running their own business and reaching their personal goals.

Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.
Vince Lombardi
boston capital wealth management of raymond james
225 Franklin Street
Boston, MA 02110
TF: 888.792.8408
F: 855.573.5250
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