Bob Falconiero is a Wealth Management Advisor with the Hudspeth Group, a nationally recognized wealth advisory team headquarted in Naples, FL. Bob leads the team's growth and acquisition in the Greater Philadelphia and New Jersey region. He joined Merrill Lynch Wealth Management in 2019, transitioning from Orthopedic Trauma Consultant at Johnson & Johnson, within the Medical Device industry. Bob advises business owners, healthcare professionals, corporate executives, and ultra-affluent families on multiple facets of their financial lives. He also assists clients in preserving and growing their wealth, in addition to assisting clients in navigating the retirement process.
Bob is committed to ongoing professional education to help him understand market changes and present clients with new opportunities. Bob is a CERTIFIED FINANCIAL PLANNER®, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™, CRPC™ designations. Bob currently holds his Series 7 and 66 FINRA registrations, in addition to holding his insurance license.
Bob received his MBA from Drexel University Lebow College of Business with a concentration in Finance. In addition, Bob earned his Bachelor’s degree in Business Studies from Drew University, where he also played college basketball. While at Drew, he was admitted to the highly selective Wall Street program, where he obtained a deeper understanding of the role of financial markets within the economy. He is also a Board Member of Goodwill Industries of Southern New Jersey and Philadelphia. Bob enjoys spending time with his wife, Lindsey, their daughter, their son, and their two dogs.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
ChFC®, CPFA™, CRPC™
Join us for an informative event during which you'll get a better understanding of:
-Common retirement risks such as longetivity, withdrawal, investing, and inflation risks - and ways in which you can manage these risks.
-How to identify your retirement goals.
Techniques for building a portfolio aligned to your priorities.
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.
