Prior to joining Wells Fargo Advisors in 2016, Bob was the producing branch manager of the Morgan Stanley Pearl River office where he oversaw more than $1 billion in client assets. He was promoted to the position in 2011 after spending five years at the firm as a Financial Advisor and one year as the Complex Business Development Officer. Prior to joining Morgan Stanley in 2007, Bob spent approximately 30 years with the same company known today as Wells Fargo Advisors. In his last role at that firm, he served as a Regional Manager, responsible for more than 40 financial advisors in 72 financial centers in New Jersey. In that position, he had the opportunity to work with some of the largest producers and teams in the firm allowing him to acquire a tremendous amount of experience in the field.

After graduating from St. Peter’s College in the mid-1970s, Bob began his career as a Senior Examiner at a firm eventually purchased by Wells Fargo. During his tenure, Bob held many positions, which included Assistant Manager / Investment Operations, Financial Advisor (Institutional / Retail Sales), Director of Sales, Managing Director, Chief Administrative Officer, and, as already noted, Regional Manager.

Bob effectively helps his clients meet their goals by delivering a vast array of resources consistent with each client’s investment objectives and risk tolerance. Working to grow, preserve and transfer wealth to next generations, Bob has access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. Bob is deeply committed to providing his clients with the highest level of personal service and professional investment management.

Bob holds several securities registrations, including Series 7, 9, 10, 24, 52, 53, 63 and 66.

Bob was born and raised in Jersey City, New Jersey and currently resides in Nutley, N.J with his wife Estelle. Bob has 2 children, Robert and Lauren, and 2 grandchildren, Brayden and Paulina.