With more than 20 years of experience in investment management, Robert dePalma has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Rob understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Rob will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Rob endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Rob designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Rob puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Rob began his career in financial services in 1995 and has spent most of the last 20 years advising large institutions on their investment portfolios. Today, Rob utilizes his extensive experience and the considerable resources of Raymond James to help individuals and families with their financial futures.
A native of Pittsburgh, Rob resides in Ligonier, Pennsylvania with his wife Angela, and their daughter Samantha. While away from the office, Rob enjoys spending time with his family outdoors, and is active in various Catholic organizations, including the Knights of Columbus.
Raymond James is not affiliated with the above organizations and/or charitable causes.