Robert has been in the financial services industry for over 20 years. As Vice President and Wealth Advisor, he focuses on financial planning, asset management, delivering an exceptional client experience and leading the team’s daily operations.
Robert comes from a family of entrepreneurs and financial professionals, so working in wealth management is a natural fit. He enjoys building relationships with clients and constructing customized financial plans that place their priorities first.
Prior to joining NewEdge Wealth, Robert was a Senior Wealth Strategy Associate at UBS. He attended Florida International University, where he earned a bachelor’s degree in finance and international business. Outside of work, he enjoys volunteering with various art-related charities and projects.
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