Bob has been crafting comprehensive wealth solutions for clients since 1998 when he began his career at A.G. Edwards & Sons, Inc., where he spent 10 years honing his skills prior to joining RBC Wealth Management in 2008. Bob prides himself on providing trusted advice and exceptional service to his valued clients.
Bob earned his undergraduate degree in communications and journalism from St. John Fisher College in Rochester, New York. In addition to passing his FINRA Series 7, 31, 63, and 66 exams, he is also licensed to assist clients in addressing their insurance needs. Bob believes that life insurance, long-term care insurance and disability coverage are key components of the financial planning process. He has also earned the firm’s internal professional designation of Accredited Wealth Manager (AWM) which provides financial advisors with cutting-edge strategies and training in the areas of estate and trust services, insurance solutions, and advanced investment strategies.
Bob currently serves on the executive board of the Longhouse Council, Boy Scouts of America. He grew up in scouting and achieved the rank of Eagle Scout. He had a wonderful experience as a youth in the program and today seeks to reinforce positive qualities of character as a Cub Scout Den Leader. Bob also volunteers time as a youth soccer coach for the Fayetteville-Manlius Soccer Club.
Bob resides in Manlius with his wife, DeAnne, and their three children: Avery, Henry and Harper. In his free time, Bob enjoys boating, skiing and spending time with his family.
