Background

 

Robert's career started with J.B. Hanauer, a bond firm based in New Jersey. He was recruited by Nations/Bank of America bank and then by Colonial bank where he worked with business owners to meet their business benefit needs. He was recruited by New England Financial and trained in the MetLife Qualified and Non-Qualified Plan program. He has earned his Chartered Retirement Plan Specialist (CRPS®) Accredited Investment Fiduciary (AIF®) from the College for Financial Planning and represents one of only two advisors with this designation in West Palm Beach.

 

 

Robert is originally from Birmingham, Alabama.  He graduated from the University of Alabama, Birmingham, with both Bachelor of Science and Bachelor of Art degrees. He also served with distinction in the United States Marine Corps.  He lives in Tequesta, Florida, with his wife, Shelley, and together they enjoy shooting sporting clays, International travel , and spending time with their greyhounds.