Financial Advisor
Oct 2008 - Aug 2018
AeroLeads people directory · profile
Rob Roeder Email & Phone Number
Senior Wealth Manager
1 work email found
@harborfs.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 71%
Role
Senior Wealth Manager
Location
Willoughby, Ohio, United States
Who is Rob Roeder? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Rob Roeder is listed as Senior Wealth Manager based in Willoughby, Ohio, United States. AeroLeads shows a work email signal at harborfs.com and a matched LinkedIn profile for Rob Roeder.
Rob Roeder previously worked as Financial Advisor at Harbor Financial Services and Senior Vice President at Smh Capital Advisors. Rob Roeder holds Bachelor'S Degree, Finance, General from Bowling Green State University.
Company email context
Email format at harborfs.com
This section adds company-level context without repeating Rob Roeder's masked contact details.
{first_initial}{last}@harborfs.com
86% confidence
AeroLeads found 1 current-domain work email signal for Rob Roeder. Compare company email patterns before reaching out.
Profile bio
About Rob Roeder
Senior Wealth Manager with over 20 years of experience effectively implementing asset management strategies, trust and estate planning, income protection, and detailed financial planning while maintaining a high level of superior service that drives client loyalty. Effective at communicating my depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and a full range of investment solutions. Experienced at coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience.
7 roles
Rob Roeder work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Smh Capital Advisors
Jun 2006 - Oct 2008
Financial Advisor-Senior Vice President
Apr 2003 - Jun 2006
Financial Advisor/Retirement Planning Specialist
Oct 1999 - Dec 2002
Trust Officer
Sep 1995 - Oct 1999
Financial Planner
Dec 1994 - Aug 1995
Financial Planner
Dec 1993 - Feb 1994
1 education record
Rob Roeder education
FAQ
Frequently asked questions about Rob Roeder
Quick answers generated from the profile data available on this page.
What is Rob Roeder's role at their current company?
Rob Roeder is listed as Senior Wealth Manager.
What is Rob Roeder's email address?
AeroLeads has found 1 work email signal at @harborfs.com for Rob Roeder.
Where is Rob Roeder based?
Rob Roeder is based in Willoughby, Ohio, United States.
What companies has Rob Roeder worked for?
Rob Roeder has worked for Harbor Financial Services, Smh Capital Advisors, Oppenheimer & Co. Inc., Morgan Stanley, and National City Bank.
How can I contact Rob Roeder?
You can use AeroLeads to view verified contact signals for Rob Roeder, including work email, phone, and LinkedIn data when available.
What schools did Rob Roeder attend?
Rob Roeder holds Bachelor'S Degree, Finance, General from Bowling Green State University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Rob Roeder you were looking for.
Rob Roeder
1 email domain
Rob Roeder
2 email domains
Rob Roeder
4 email domains
Rob Roeder
1 email domain