Robert is a Wealth Advisor with Raymond James Financial Services, Inc. and Chairman Emeritus Navancer Group. He brings over 35 years of experience in the investment and financial services industry — including more than 25 years as an independent advisor. His long-standing independence reflects a deep commitment to objective guidance, personalized strategy, and advice aligned with the best interests of the clients he serves.

Robert specializes in investment and asset allocation analysis, comprehensive wealth management, and income planning strategies for high-net-worth individuals, professionals, and corporate clients. He also brings extensive expertise in the design and implementation of employer-sponsored retirement programs and corporate health benefit plans.

Recognized for his ability to simplify complex financial concepts, Robert takes a consultative, client-first approach. “We work with accomplished individuals and intricate financial structures. We listen first, then develop thoughtful, personalized strategies that clients feel confident implementing,” he shares.

A native of the Akron, Ohio area, Robert earned his Bachelor of Science in Accounting, magna cum laude, from the University of Akron in 1990. He holds the Chartered Financial Consultant^® (ChFC^®) and Chartered Life Underwriter^® (CLU^®) designations from The American College of Financial Services.

Outside the office, Robert and his wife, Malinda, enjoy scuba diving, sailing, bicycling, and tennis. Robert is also a private pilot with a passion for aviation. They maintain homes in Sharon Center, Ohio, and Hilton Head Island, South Carolina, and are active members of their local churches, where they serve as small group leaders and host marriage and family study programs.