Description: I offer a complete range of financial services for the high net worth investor located in and around White Plains, NY. I specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
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Rob has more than 20 years of experience providing guidance to individuals about their investments. After practicing law for six years, Rob entered the financial services industry in 1997. A graduate of Vassar College (B.A.) and Northeastern University School of Law (J.D.), Rob joined Stifel in 2009 after having worked at both Smith Barney and Merrill Lynch. Rob also has his CERTIFIED FINANCIAL PLANNER™ certification. In addition, Rob also holds his Series 7 (General Securities Representative), 63 (Uniform
Using an investment planning process, Rob specializes in helping people who are fearful their assets may not produce enough income for them in retirement.
Stifel is a full-service wealth management and investment banking firm.