Bob provides high-net-worth wealth advisory services, including investment management, as well as tax, estate and insurance planning strategies. By taking a comprehensive, hands-on approach, Bob’s objective is to enable his clients to live their lives without being burdened by the many details that come with managing their financial matters.
A former college athlete, Bob credits his competitive nature and discipline as primary reasons for his successful career in the financial services industry. He is not only passionate about providing solutions to his clients’ complex financial problems, but also ensuring they receive exemplary service during every interaction.
A Certified Financial Planner™ professional, Bob is committed to putting clients’ interests first and meeting the profession’s highest standards. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
The CFP® certification sets him apart in the industry, along with the Investment Management Consultant designation he earned through the Raymond James Institute of Investment Management Consulting, and his membership in the National Futures Association.
Before joining Raymond James in 2001, Bob served as a senior vice president and wealth advisor at an NYSE-member firm in New York City. He earned a bachelor’s degree in accounting and business management with a minor in economics from Northeastern University.
Bob lives in Greenwich, Connecticut, with his wife, Sunny, and children Bo, Rocco and Mack. In his free time, Bob enjoys coaching flag and tackle football.
CFP®, Certified Financial Planner™ and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
115 E. Putnam Ave, 3rd Floor| Greenwich, Connecticut 06830 | T: 203.900.4403 | F: 212.818.1115 | Map & Directions
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