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Robert Maiocco, Financial Advisor serving the Winter Park, FL area - Ameriprise Advisors

Robert Maiocco

MBA

Financial Advisor

TSG Financial Advisors
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 1 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving

Education

  • Stanford University, BA – Economics (1982), Palo Alto, CA
  • University of Southern California, MBA – Finance (1985), Los Angeles, CA

Awards & recognition

  • TSG Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2025

Previous experience

  • Vice President - Investment Executive Fifth Third Securities, 2013 - 2013
  • Senior Financial Advisor Merrill Lynch, 2006 - 2013
  • Financial Advisor Morgan Stanley, 2004 - 2006
  • Vice President Bank of America, 1985 - 1990

Community participation

  • Juvenile Diabetes Research Foundation (JDRF) - Central Florida Chapter, Board member.
  • Heart of Florida United Way – Board member.

Interests

  • Spending time with my wife and daughter.
  • Travel, hiking, snow skiing, bodyboarding, swimming, tennis, biking and jogging.
  • Movies, reading, and theater.
  • Philanthropy - I belive in giving back to the community and supporting causes that have personal and/or family importance.