Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
34
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