Rob has been serving the financial needs of individuals and families for more than eight years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing for every element of the wealth management equation.
As your financial advisor, Rob takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, he works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
Rob works diligently to help you develop both your personal financial plan and a detailed investment strategy. His planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Originally from Portsmouth, Virginia, Rob graduated from the College of Charleston with a degree in History and obtain his Juris Doctor from the Florida Coastal School of Law. Prior to joining Raymond James in 2014, Rob worked with Virginia Asset Group and the Norfolk Commonwealth’s Attorney’s Office. Away from the office, Rob enjoys fishing trips, time with his family, and supporting the student athletes through the Portsmouth Sports Club*.
*Raymond James is not affiliated with the above organizations
Raymond James does not provide tax or accounting services.