Financial Advisor, RJFS
Robert Duffy brings more than 33 years of financial planning and asset management experience to his role as a Managing Partner of Morristown Wealth Management.
Bob serves as the trusted advisor to a select group of individuals, including small business owners, corporate executives and high net worth retirees. His focus is helping clients pursue financial independence, and then working to continually build and conserve their wealth. The primary focus of his practice is retirement planning strategies.
Bob co-founded Morristown Wealth Management in 2008. Prior to that, Bob was a managing partner of Morristown Financial Group and ran an independent financial planning firm for 12 years. He was also a financial planner with American Express Financial Advisors. A securities registered representative, Bob holds the series 6, 7, 22, 24, 31, and 63 registrations. He is also licensed to provide life, disability and long term care insurance products. Bob has been a CERTIFIED FINANCIAL PLANNER™ professional since 1987, a Chartered Life Underwriter and Charter Financial Consultant since 1993.
He is an alum of St. Peter's University in Jersey City, and lives with his wife in Marana, AZ and Long Beach Township, NJ. He has offices in both states. He is actively involved in his community and serves on the Board of Trustees for St. Joseph's School for the Blind in Jersey City, NJ.
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.