Before joining RBC Wealth Management in 2020, Rob acquired vast knowledge and experience from his previous 15 years with Morgan Stanley and 11 years with A.G. Edwards. He has passed the Series 6, 7, 31, 63 and 65 FINRA securities exams and is a member of the National Futures Association and a municipal finance professional.
Rob focuses on high net worth business owners, athletes and retirees who continue to ask, “What’s next? How do I protect what I’ve built, take the next steps and explore new opportunities?” This approach involves an advisory platform with strong emphasis on asset allocation including alternative investments. Periodic review of each client’s portfolio allows him to assess new investment opportunities and to reevaluate strategies as market conditions and the client’s objectives change.
Growing up in Florissant, Missouri, Rob attended St. Louis University High School and St. Louis University. Prior to graduation, he had a 3 semester stint at Mississippi State studying Professional Golf Management. At SLU, he received his Bachelor of Science degree in finance. With his Grandpa’s advice and education, he made his first investments with his caddy money at 14 years old. He has lived in the St. Louis area his entire life. When out of the office, his hobbies include travel, playing and watching golf and soccer, and most importantly, spending time with his wife, Andrea, and their children, Abby, Ella and Lucas. Rob is currently a member of the alumni board of SLUH, as well as the Catholic Disability Foundation, the fundraising arm for the National Catholic Partnership on Disability. Rob and Andrea are also active with both SLUH and Cor Jesu Academy in various fundraising and advisory roles.