Robert Tomaszewski

MBA, CFP®
FINANCIAL ADVISOR
CERTIFIED FINANCIAL PLANNER

Rob is co-owner of B&T Wealth Management, LLC., an independent financial services group working within Raymond James Financial Services, Inc. With more than 24 years in the financial services industry, Rob has accumulated the education, experience, and expertise to help clients develop and maintain a financial plan that enables them to efficiently pursue their individual goals. Rob understands the complexities of wealth management, how to balance the forces at work, and how to adapt intelligently as market, economic and tax conditions change. He finds great fulfillment in educating clients on the investment process, and focuses on establishing long-lasting relationships with them based on trust and sound financial guidance.

Rob has expertise in financial planning and retirement planning, and has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence for competent and ethical personal financial planning.

Before joining Raymond James in 2011, Rob was a financial advisor with Wells Fargo Advisors (formerly Wachovia and A.G. Edwards) and a financial consultant at Edward Jones & Co.

Prior to beginning his financial services career, Rob was a project manager/engineer at DuPont within their Automotive Performance Coatings division where he worked for 12 years. He often found himself analyzing his employer’s 401k plan and helping colleagues with their investment selections. He completed his MBA in finance at Oakland University which he was able to apply at DuPont while in a financial analysis role. He had previously earned a Bachelor of Science from Michigan State University. This accumulated knowledge and unique perspective have allowed Rob to help keep clients and their financial future on a steady course.

When he’s not in the office, Rob enjoys fly fishing, swimming, boating, watching college football, and reading. Originally from Madison Heights, Michigan, he currently lives in Lake Orion with his wife, Patricia, and their children, Brandon and Ryan.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.