Rob provides sophisticated wealth management strategies to client relationships while delivering customized, objective services. His client service philosophy is simple – to be highly responsive and attentive to his clients’ needs. While working with individuals, families and institutions, Rob helps clients remain dedicated to their targeted objectives.For over 25 years in the financial services industry, Rob and his team have utilized a disciplined investment planning approach, implementing advanced retirement plans that strive to provide tax savings for the highly compensated. He maintains a target driven game plan throughout the entire process and uses a time-tested process for tracking the client’s goals and objectives. He focuses on the needs and risk tolerance of his clients.A graduate of Bucknell University, Rob earned a Bachelor’s degree in Economics and Sociology and was a member of Sigma Chi fraternity. He has the following designations: CFP® CERTIFIED FINANCIAL PLANNER (TM)Professional, AIF® Accredited Investment Fiduciary, CPWA® Certified Private Wealth Advisor, AWMA® Accredited Wealth Management Advisor (SM), CRPC® Chartered Retirement Planning Counselor (SM), CMFC® Chartered Mutual Funds Counselor, ARPC Accredited Retirement Plan Consultant and CEPA® Certified Exit Planning Advisor. Rob holds a Series 7, 63 and 65, as well as Life and Health insurance licenses. He completed the “Delivering Solutions for Business Owners” certification program in conjunction with the Wharton School of Business and has earned his CFM Certified Financial Manager designation at Merrill Lynch. He also completed the IMCA Certified Private Wealth Advisor program through The University of Chicago Booth. Rob obtained general knowledge by completing the certificate in Blockchain and Digital Assets Currency. Prior to joining Raymond James .in 2019, he was a Financial Advisor at Janney Montgomery Scott, Wells Fargo Advisors and Legacy Merrill Lynch.