Robert Glovsky Email & Phone Number

Delray Beach, Fl, Us

Washington Dc

The Colony Group is a solutions-orientated firm with a team of experienced professional, including financial planners, analysts, accountants and attorneys, who roll up their sleeves on all of our clients wealth management needs, from investment allocation to tax and estate, and retirement planning, charitable giving, risk management and more. Our team acts as your financial quarterback, taking on all aspects of your financial life and implementing a customized and tailored plan, so you can rest easy and spend your time on your business, family, and friends. Bob currently serve as a charter member of the Fidelity Institutional Wealth Services Advisor Council. He served as 2010 Chair of the Board of Directors of the Certified Financial Planner Board of Standards. Bob is the Director Emeritus of Boston University’s Financial Planning Program, the 4th largest CFP® Board registered program in the country and was honored in 2010 for his service, and the Robert J. Glovsky Scholarship Fund was created to help fund financial planning education for qualified candidates choosing to assist the underserved population. Because of his commitment to community service, he was honored by the Financial Planning Association with a 2011 Heart of Financial Planning Award and awarded the highest honor bestowed by the Boston University School of Law, the Silver Shingle for Distinguished Service to the School of Law.Worth magazine selected Bob as one of the “Best Financial Advisors in the Country” eight consecutive times, and in 2011, Barron’s chose Bob as one of the “Top 100 Independent Financial Advisors” for the fifth consecutive year. In addition, Bob has been on the cover of Financial Planning magazine three times. His expertise was broadcast for over eight years when as co-host of The Money Experts on Boston radio, and is regularly quoted in publications, including the New York Times, the Wall Street Journal, Barron’s, Business Week, the Washington Post, and the Boston Globe.

Greater Boston Area

Founded in 1986, The Colony Group is the smart choice for busy professionals and high net-worth families seeking experienced counsel that goes beyond investment management and encompasses all aspects of your financial life, including tax, estate planning in addition to retirement and charitable giving. As vice chair and principal, I have helped our clients at The Colony Group achieve their goals by providing personalized and tailored advice, and taking the lead on all aspects of their financial lives. Prior to joining The Colony Group, I was a founder and the President of Mintz Levin Financial Advisors, which provided wealth management and investment advisory services to individuals and families.

Certificate, Advanced Leadership Initiative

Doctor Of Law (Jd), Law

Bachelor Of Arts - Ba, Political Science And Government