Robert Echavarria Email & Phone Number

As a Private Wealth Adviosr, Bob works with a select group of clients including professionals, business owners and individuals providing a systematic process along with customized strategies to further their long term financial goals. His goal is to be an essential resource to clients as they build, manage and distribute their wealth.Bob has worked in the financial services industry since 1994 when he joined a predecessor to Bank of America as a member of the bank's commercial banking group. He has focused on serving wealth management clients since 2000 spending time at a national wirehouse and the wealth management group of a large multinational bank. Bob started his career in the corporate sector working for a publicly traded hotel company in their strategic planning and finance area.Bob earned his Bachelor of Business Administration in Accounting and Masters of Business Administration from the University of Texas at San Antonio. He retains his CPA License however he does not practice public accounting or provide tax advice in his current role.Bob is a lifelong resident of San Antonio and is married to Margaret. Bob enjoys golf, swimming, snow skiing and was recently certified in Open Water Scuba Diving.

Listed skills include Portfolio Management, Strategic Financial Planning, Commercial Banking, Investments, and 7 others.