Robert F. Farrell,
CFP®, ChSNC™, CEPA®, CPWA®
Managing Director
Bob Farrell has been serving the financial needs of individuals, families, professionals, business owners and those with special needs for more than 33 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, Bob takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Bob works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.
Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Bob works diligently to help you develop both your personal financial plan and a detailed investment strategy. Bob’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Bob has a deep understanding of the needs and considerations when planning for the wellbeing of a loved one with special needs. As a Chartered Special Needs Consultant, he focuses on the financial planning considerations for special needs individuals, their families and caregivers. Given his life experience and focused area of training, Bob has the skill and advanced education to champion for special needs individuals with honesty, ethics and compassion.
Originally from southern New Jersey, Bob graduated from Rutgers University with a Bachelor of Science in finance and a master's degree in taxation from Villanova University. He has earned the following professional designations and certifications:
- CFP® – Certified Financial Planner® from the American College of Financial Services
- ChSNC™ – Chartered Special Needs Consultant from the American College of Financial Services
- CEPA® – Certified Exit Planning Advisor® from the Exit Planning Institute
- CPWA® – Certified Private Wealth Advisor® from the Investments and Wealth Institute
Bob is a member of the Union League of Philadelphia, the Parents Advisory Council of LaSalle College High School and the Catholic Philopatrian Literary Institute.
Bob worked for Janney Montgomery Scott for 16 years and Smith Barney for 16 years. Away from the office, he spends time with his family at the shore in the summer. Bob and his wife spend most of their free time attending the sporting events for their two children.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
*Banking and Lending solutions are offered through Raymond James Bank, member FDIC, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank, member FDIC, for your residential mortgage needs.