Rob provides high end value and strategies to client relationships while delivering customized, objective services His client service philosophy is simple – to be highly responsive and attentive to his clients’ needs. While working with individuals, families, and institutions, Rob helps people make the move to a rewarding retirement.
For over 25 years in the financial services industry, Rob and his team have utilized a disciplined investment planning approach, implementing advanced retirement plans that strive to provide tax savings for the highly compensated. He maintains a target driven game plan throughout the entire process and uses a time-tested process for tracking the client’s goals and objectives. He focuses on the needs and risk tolerance of his clients.
A graduate of Bucknell University, Rob earned a Bachelor’s degree in Economics and Sociology. He has the following designations: CFP® CERTIFIED FINANCIAL PLANNER™ Professional, AIF® Accredited Investment Fiduciary, CPWA® Certified Private Wealth Advisor, AWMA® Accredited Wealth Management AdvisorSM, CRPC® Chartered Retirement Planning Counselor℠, ARPC Accredited Retirement Planning Consultant and CMFC® Chartered Mutual Fund Counselor. Rob holds a Series 7, 63, and 65, as well as Life and Health insurance licenses. He completed the “Delivering Solutions for Business Owners” certification program in conjunction with the Wharton School of Business and has earned his Certified Financial Manager designation at Merrill Lynch. He also completed the IMCA Certified Private Wealth Advisor program through The University of Chicago Booth. Prior to joining Raymond James in 2019, he was a Financial Advisor for Janney Montgomery Scott, Wells Fargo Advisors and Legacy Merrill Lynch.
Rob currently resides in Whitehouse Station, NJ and enjoys family time with his wife, son and two daughters. He is a member at Stanton Ridge Golf and Country Club. He is looking forward to returning to Somerville, NJ, where his career began 27 years ago. As the proud owner of a newly renovated office building, he hopes his advisory business will contribute to the exciting resurgence of this vibrant community.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.