Bob brings an honest and straightforward approach to financial planning, managing assets in a cost-effective manner. A caring professional, he infuses relationships with integrity and a sense of humor as he helps clients reach their overall financial goals. As often as possible, Bob places a priority on owning the same investments that he is recommending to clients, if the investment objectives are in alignment.
Joining Raymond James in 2014, Bob was attracted to the firm’s capabilities and commitment to putting clients first – a philosophy he shares. With more than 30 years of financial and investing experience, he brought with him decades of knowledge from time as a senior vice president with Merrill Lynch, Bank of America and A.G. Edwards.
In addition to becoming a Certified Financial Planner™ professional, Bob earned a bachelor’s degree from Mount St. Mary’s College and a master’s degree in judicial administration from the University of Denver’s Sturm College of Law. Originally from Bethesda, Maryland, he resides in Naples, where he enjoys playing tennis and spending time with his wife, Kim, daughter, Natalie, and son, Ben.
CFP® | Certified Financial Planner™ | 
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.