Bob has been a wealth manager and financial advisor for over 30 years, working with families, executives and business owners along many facets of their financial plan. In addition to providing investment management and financial planning services, he consults to closely held companies on their business and succession plans, as well as their executive retention and business transition strategies. Bob studied at both Cornell University and Florida International University, where he earned Bachelor of Science degree. He has also attained the Accredited Wealth Management AdvisorSM and Chartered Retirement Planning CounselorSM designations from the College for Financial Planning. When he’s not working with our valued clients, Bob takes great pride in playing an active role in the community, serving on various philanthropic boards and committees.