Bob has over 32 years of experience in the financial services industry; all but three of which have been with Wells Fargo Advisors and predecessor firm A.G. Edwards. Previously Bob was with Raymond James and Prudential. Born in New York, but practically a Boca Raton native having lived here since 1978, Bob brings a unique perspective and longstanding relationships with prominent business and individuals in our community. Since graduating from Florida Atlantic University, Bob has used his businesses and investment acumen to help clients build diversified portfolios, manage complex business transactions and plan for multigenerational wealth transfer.
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