Robert Zdanis Jr Email & Phone Number

Humor, projects and arriving at solutions constitute a great workweek for me. I have worked on the advisory and operational side of financial services throughout my career and have thoroughly enjoyed my experiences along the way. The first stone on my path was American Express Financial Advisors, followed by a few iterations of what eventually became KSP Financial just outside of Boston. In every setting the aim was always helping clients fulfill their goals while developing strong personal relationships. Learning from one stone to the next, I transitioned through several roles ultimately leading the operations side of the firm.In 2022, I partnered with Core Wealth Advisory where I focus on operations, client experience and development. It has been a fulfilling start. Ours is a congenial team with uniquely thoughtful, solutions driven, and service minded individuals. Executing the initiatives that strengthen our ability to improve the Customer-Advisor experience is rewarding work. Furthermore, every day presents an opportunity to take the steps that create a positive, meaningful difference for our clients.Robert holds his Series 7 and 63 FINRA registrations with Commonwealth Financial Network. He is also an Enrolled Agent and as such has been admitted to practice before the Internal Revenue Service.

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  Northeastern University

  Business Administration