Wealth Advisor
Robert graduated from Wilkes University in 1999 with a degree in Business Administration and concentrations in Marketing & Finance. Robert began his professional career in the pharmaceutical industry working for TAP Pharmaceuticals, Inc. and Prometheus Laboratories. After almost 10 years of healthcare experience, Robert finally knew it was time to pursue his real passion. In 2009 Rob accepted a position with Merrill Lynch as an Advisor.
During his tenure with Merrill Lynch, Rob built a business by helping families pursue their personal and financial goals. In 2018, Rob decided Jacobi Capital Management was a better fit for the families and institutions he represented and made the switch. Rob specializes in investments, retirement and estate planning and insurance needs.
Rob lives in Dallas with his wife Liza and their three children, Samuel, Anna and George. Robert enjoys reading, cooking, traveling, the Philadelphia Eagles and quiet evenings with his family.