Robert is a Senior Vice President and joined Essex Financial in June 2009. He has established himself as a dedicated advisor with nearly 20 years of industry experience. Robert works collaboratively with his clients to help them make important life decisions, set financial goals and plan for the future. By embracing a model of integrated wealth management, he addresses all of the relevant areas of personal finance including investment management, taxes, wealth accumulation, cash flow generation, insurance, and estate planning to generate comprehensive financial plans for his clients.
Robert is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a professional designation he attained through Fairleigh Dickenson University’s financial planning program. Prior to joining EFS, Robert was a Sr. Financial Advisor at Bank of America Investments Services and Fidelity Investments as Vice President, Account Executive in the Private Client Group. Robert was awarded Fidelity’s highest honor, being named to the President’s Circle in 2003 and 2005. He holds the Series 7,9, 63 and 65 securities registrations.
Robert is a member of the Essex Financial Investment committee and the board of directors.
Robert resides in Killingworth with his wife Danielle and daughter Giuliana.
Robert is supported by Client Relationship Manager Meg MacGregor.