Robert D. Wong has more than seventeen years of experience as a financial advisor. Prior to joining Raymond James in 2002, he worked with several national brokerage firms. This experience along with his financial background have allowed him to develop an innovative, systematic, and practical approach to investing that focuses on his client’s core values. He specializes in providing portfolio management, asset protection, and tax efficient strategies to high net worth clients.
Robert is a 1994 graduate of Arizona State University, with a bachelor’s of science degree in finance. He is a General Securities Principal under his Series 24, and holds both General Securities Registered Representative Series 7 and Series 63. In addition, he is a Registered Investment Advisor Representative, which allows him to conduct fee business.
Robert is active in the community, and he believes that giving back is an important part of his life’s fulfillment. He has acted as both an officer and volunteer with local non-profit charities.
Robert loves to spend free time with his wife Stacey, and four children, Ashley, Alyssa, Justin, and Anthony. He has a passion for all sports, and likes to do just about anything active and competitive.
In addition, Rob always tries to live by his Personal Mission Statement: To associate with positive people, and understand that material wealth is not more important than the happiness and well being of your family and community. I always want to be a dedicated and guiding force to all that I come in contact with.