Prior to joining Raymond James in 2017, Bob was a Director- Investments in the Florham Park, New Jersey office of Oppenheimer & Co. He has been involved with retirement planning since 1986 and was invited to help with early retirement programs at Sears, GE, · McDonnell-Douglas, NBC and Southern California Edison Co. Bob has assisted with the implementation of employer-sponsored plans with companies ranging in size from 10 to 20,000 employees. In 1994, while based in Los Angeles, he hosted a weekly 5-minute drive time radio show where he discussed the stock market and investment trends.
Bob provides his clients with a wide range of investment products and retirement planning services tailored to meet their unique financial goals and objectives. He places special emphasis on the firm's investment management consulting services. He has extensive experience with various retirement programs, including 401 (k) plans, profit sharing plans, ESOPs, and Defined Benefit plans. In each case, his objective is to provide clients with attractive investment performance, while maintaining an appropriate level of risk in accordance with their financial objectives.
Bob earned his Bachelor' s and Master's degrees from the University of Michigan where he graduated Magna cum Laude from both programs. He was awarded a Rotary Graduate Fellowship and pursued further studies at the University of Vienna, Austria. Following graduation, Bob taught at the University of Michigan, Ann Arbor, and then at the University of Illinois, Champaign-Urbana.
Bob was one of the founding members of the Kidder, Peabody Retirement Planning Group in 1992, prior to Kidder's acquisition by PaineWebber in 1995. As part of the Retirement Planning Group, Bob interfaced on the national level, providing expertise and best practices guidance with respect to early distributions from IRA rollovers. ·
Bob and his wife Nancy relocated from Pennsylvania and now live in Dallas, TX. They have two sons, the oldest of which graduated from Lafayette College in Easton, PA while the youngest graduated from Monmouth University in New Jersey.