Bob offers his clients more than 30 years of experience in creating tailored financial planning and investment strategies so they can pursue their unique objectives with clarity and confidence. His focus as an advisor has been to make a meaningful difference in people’s lives through his expertise in retirement planning, stock portfolio management and estate transitions.
As part of his process, Bob takes the time to get a deep understanding of their situations – including their time horizons, risk tolerance, special concerns and family dynamics – to create a retirement income plan that suits their lives.
His clients appreciate his straightforward approach, which is supported by diligence and research. He makes sure his clients understand their strategy and how its components work together.
Bob’s entire career has been in finance developing lifelong relationships with clients while providing guidance to help them meet their financial and investment goals. Prior to joining Raymond James in 2006, Bob’s practice was affiliated with Morgan Stanley and UBS Financial Services.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.