Jacob Marrs, CFP, CRPC

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of resources - including Wells Fargo Investment Institute research analysts and economic and market strategists - I can help you make informed investment decisions based on your specific needs.

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

Bob Petix is a senior wealth strategist with Wells Fargo Bank
Wealth & Investment Management located in the Southeast
Florida Market. Bob is part of a team that works locally with high
and ultra-high net worth clients by collaborating with their
advisors to review, develop, and consult on wealth transfer
planning, taking into consideration tax efficiency, family legacy,
philanthropy, business succession, asset protection, and other
factors. Specifically, Bob works with advisors and their clients to
understand each client’s goals and objectives. He reviews and
analyzes the current wealth plan and helps to identify additional
strategies or adjustments to existing plans that can help
improve the likelihood of achieving the client’s overall goals.
Prior to joining Wells Fargo Bank, Bob practiced law for more
than two decades in the area of Trusts & Estates. He was a
partner at a large law firm located in New England before
coming to Wells Fargo Bank. Bob has approximately 7 years of
experience in financial services.
Bob earned a Bachelor of Arts in English literature from
Columbia University. He also earned his Juris Doctor (not
currently practicing) from the University of Georgia School of
Law, graduating Magna Cum Laude.