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
15 River Road, Suite 15B | Wilton, Connecticut 06897 | T: 203.431.1747 | F: 203.403.2012 | Map & Directions
570 Lexington Avenue, Suite 1600 | New York, New York 10022 | T: 212.818.1300 | F: 212.818.1115 | Map & Directions
Latitude One, 175 Southwest 7th Street, Suite 1900 | Miami, Florida 33130 | T: 305.529.6287 | F: 786.837.0465 | Map & Directions
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Tempus Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.