Robert joined RBC and Personal Wealth Management in 2007. With more than 20 years of professional experience, he is dedicated to addressing the complex financial needs of high-net-worth investors. Robert’s financial planning work uses a consultative approach which encompasses growing assets, managing risk and liabilities, creating an income stream and legacy planning—all with the goal of providing his clients and their family peace of mind. Robert holds the CERTIFIED FINANCIAL PLANNER™ certification, has passed the Series 7, 63 and 65 securities exams, and holds a New York life and health insurance license. He is a graduate of Iona College with a Bachelor of Business Administration degree in finance. Robert, his wife, Jennifer, and two sons, Michael and Ryan, reside in East Northport, New York. Robert enjoys coaching little league baseball, home improvement projects, snowboarding and entertaining at home.