As a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER® certification, Robert views exceptional service as his top priority. He treats his clients like family providing a personal approach to help them reach their long term financial goals. Robert works closely with high net worth individuals in the development of comprehensive financial plans and investment strategies, assisting in portfolio construction, financial planning and implementing tailored solutions to meet their goals. His aim is to provide clients a thorough understanding of financial markets along with the risks/rewards inherent in their investments.
Robert began his career at UBS Private Wealth Management in 2019. He graduated from The University of North Florida with a with a Bachelor’s Degree in Finance. A resident of Jacksonville Beach and an active member in the community, he is often volunteering though Beaches Rotaract at numerous charities around town. In his free time, Robert enjoys playing soccer, surfing, fishing, traveling, and spending time with friends and family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Boards of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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