Bob is a Private Wealth Advisor with Faubourg. He has more than 30 years of experience in financial and investment advising and enjoys providing clarity to clients about their financial lives and offering solutions to help them reach their unique goals.
Prior to joining Faubourg, Bob served as a senior financial advisor with Chase Investments and a Vice President/Client Advisor with JP. Morgan Securities. Bob started his career in financial services in 1983 at Merrill Lynch, where he helped families and business clients plan and manage their financial needs. He lives in Gretna with his daughter Madelaine.
A Word from Bob:
“I believe a great client experience is built on a foundation of trust and confidence. My job revolves around educating clients and providing exceptional service. I work hand in hand with clients to assess their financial needs and develop a plan to help work toward their financial goals, whether it’s setting up 401K, SEP, or IRA plans, personal trusts, or handling brokerage and managed investment accounts.”