Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 63 - Uniform Securities Agent State Law Examination
  • FINRA Series 8 - General Sales Supervisor Examination (Options & General Module)

Education

  • Bachelor of Science, Accounting and Economics, Cleveland State University, Cleveland, Ohio, 1984

Interests

Bob has lived in Palm Beach County since 1985 and is active in his Church and local politics and also served on several volunteer boards including the Lake Worth Pension Board, Financial Advisory Board and Bond Oversight Committee

I have 4 children, Mary, Veronica, Nick and Cecilia living in 3 different states (TX, NC and FL) and visit them all yearly and we often take family vacations together.

I belong to an international running club that meets weekly for runs, I also work out 3 times a week and enjoy rehabbing old homes for enjoyment.

Community participation

For 33 years Bob has been active in his town of Lake Worth in various ways. Back in the early '90s, he created the College Park Homeowners Association in an effort to build the community and to coordinate major projects between the city and neighborhood. With the help of another neighbor, they created the first Historic District in the City. He has been a member and a volunteer with the Lake Worth Chamber of Commerce and is a Paul Harris Fellow with Rotary International. Bob has sat on the Financial Advisor Board for the City and also was a 10-year member of the Employees' Pension Board and most recently sat on the Bond Oversight Committee.

Previous experience

  • Wells Fargo Advisors, 2008 - 2018
  • A. G. Edwards & Sons, 1995 - 2008
  • Painewebber Incorporated, 1988 - 1995