Senior Wealth Advisor, Health Care
Bob achieved a Masters of Business Administration from Manujothi International Institute. Bob began his career in the healthcare provider sector. For more than 20 years Bob held executive positions where he improved operational efficiencies throughout large hospital groups and healthcare organizations, and co-authored widely mandated healthcare initiatives that are still in place today. His extensive knowledge allows Bob to bring a unique perspective to client’s individual situations and address all aspects of financial planning. Bob decided to begin his career as a financial advisor to build relationships built on honesty and integrity. He believes that advice must be developed on a foundation of trust that can only be established by doing what is best for each client. Bob has honed his knowledge and skills as an advisor previously with AXA Advisors and Prudential. Bob currently holds FINRA Series 7-General Securities Representative, and FINRA Series 66 license-Uniform Combined State Law Exam, and is licensed in Illinois and Florida for Life and Health, and annuity products. In his spare time Bob is a master scuba diver. He enjoys underwater photography and riding his Harley Davidson. Bob currently resides in Brandon, Florida.