First Vice President, Wealth Management
With 23 years in the financial services industry, Bob has extensive experience assisting clients with comprehensive financial planning. He specializes in asset management, 401k management and retirement planning while offering an attentive and personalized approach to helping families and individuals clarify their financial goals, developing thoughtful strategies along the way.
Patient, conscientious and motivated by the opportunity to help improve the financial wellbeing of others, clients value their longstanding personal relationships with Bob and describe his approach as thoughtful, knowledgeable, even tempered and responsive to their needs. Partnering with Raymond James—with its culture, reputation, local presence and financial planning services, clients will have a positive and productive experience while planning for their financial future. Bob wants his client relationships to be advocates for the business, and to recommend B&B Tampa Bay Capital Advisors of Raymond James to people whom they care about the most.
Prior to joining the Raymond James team, Bob was a Financial Advisor and First Vice President at both Morgan Stanley and SunTrust Investment Services. Earlier in his career, he was an investment consultant at J.B. Hanauer Wealth Management and an agent at MetLife. Bob earned a Bachelor of Arts degree in Economics from the University of South Florida.
When he’s not in the office, Bob stays active as a volunteer youth soccer coach at the YMCA. He also enjoys playing golf and boating. Bob has enjoyed living in the Tampa Bay area for over 40 years. Originally from Temple Terrace, he now lives in Apollo Beach with his wife, Brooke and their two sons, Aiden and Asher.