Rob has been dedicated to helping individuals and families achieve their financial goals since entering the financial services industry in 2016. With a focus on holistic investment planning. Providing customized financial planning and wealth management strategies to ensure financial security and confidence.
Rob earned his degree in Finance from Hofstra University and is an Investment Advisor Representative, holding Series 7, Series 66, through LPL and Life and Health Insurance licenses. His comprehensive expertise allows him to offer customized solutions that align with each client's unique financial needs and aspirations.
Rob launched his career with Merrill Lynch in their Midtown Manhattan office, where he gained valuable experience working with clients across different stages of their life. In 2023, he transitioned to Northern Advisory Group to embrace the flexibility and independence of an open-architecture platform. This move enables him to provide truly personalized, best-in-class investment strategies by selecting from a broad universe of financial solutions. Rob’s client-centric approach focuses on delivering tailored strategies designed to maximize growth, mitigate risk, and adapt to changing market conditions.