Rob joined CollaborativeWEALTH® in 2015 as a Managing Partner and Private Wealth Manager. He specializes in retirement income strategies, comprehensive financial planning, wealth management, and investment portfolio services. Rob holds a Series 7 through LPL Financial and a Series 66 through LPL Financial and CollaborativeWEALTH® and is registered to provide investment services in multiple states.
Rob’s prior experience includes serving as Regional VP of John Hancock Wealth Management, a Florida Regional VP of Annuity and Mutual Fund Distribution at SunLife Financial Group, Divisional VP at AIG, and Financial Advisor with Securian Financial Services. He graduated from Franklin & Marshall College with a degree in Business Finance.