Investment Portfolio Associate
Rob makes it his priority to take care of his team’s clients’ needs and helps them resolve any issues that may arise, always doing his best to make them feel comfortable to ask for the team’s help. He believes the level of excellence he and his colleagues have established sets them apart in the industry and allows them to provide those they serve with the highest level of care.
In 1997, Rob started his career in financial services by joining Prudential Securities as a financial advisor. He joined Scott’s wealth management team in the Locust Valley, New York, branch in 2005, accepting a position as a financial advisor and registered client associate. Rob moved with Scott and his team to Raymond James & Associates in February 2006.
Today, Rob specializes in all life insurance products, 1099 tax reporting, restricted stocks, unit investment trusts, 529 college savings plans, pensions and 401(k) plans. He also assists in gathering equity research and technical analysis for the team’s trading strategies as well as monitoring clients’ portfolios and investments on a daily basis.
Rob is a proud alumnus of Villanova University and holds Series 7, 63 and 65 securities licenses. He resides in Northport, New York, with his wife and son.