Rob has been a Financial Advisor for over 20 years. His focus is to help clients meet their retirement goals. In addition to formulating and analyzing retirement plans, he advises clients on financial products to help meet capital growth, income producing, long term care insurance and estate planning needs. A 45 year resident of Manatee County, Rob and his wife Krista are involved with several charities and are deeply rooted in the community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
APMA™, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
