Robert works to develop long-term partnerships with clients seeking a broad array of advice, including: counseling on their investments; risk management; liabilities management; and estate and retirement planning. His recommendations are tailored to the unique needs of each client. Robert constantly strives to increase his competencies. His goal is to lighten your load whenever possible and to be the first person you turn to when making any financial decision affecting you or your family.
Robert has been in the financial services industry for over eighteen years. Prior to joining PlanVest Financial, he held positions at several major Wall Street firms: UBS, Smith Barney, and Morgan Stanley. Before that, Robert held a variety of senior management positions focused on corporate financial management.
Robert is a Certified Public Accountant, a Chartered Retirement Planning Counselor, and an Accredited Asset Management Specialist. He holds several security registrations: Series 7, 31, and 66 with LPL Financial; as well as Life, Health and Variable Annuities licenses.
Robert holds a Bachelor of Arts degree in Economics and Finance; and a Master of Business Administration with a concentration in Accounting, both from The American University in Washington, D.C. Robert is a member of the American Institute of Certified Public Accountants (AICPA) and has been inducted into Beta Gamma Sigma, the Honor Society for Collegiate Schools of Business, and Omicron Delta Epsilon, the Honor Society in Economics.