Favorite Quote: "Wealth is largely the result of habit." - John Jacob Astor
Robert primarily supports advisors working with business owners and their employees who are looking to prepare for retirement and their financial future.
He received a B.A. in Financial Management from Coastal Carolina University. He holds securities registrations for Series 7, Series 63 Registrations with LPL Financial, the Series 65 Registration with Marshall & Sterling Wealth Advisors and is licensed in Life, Accident & Health Insurance.
Working in the financial industry since 2017, Robert has a passion for making a meaningful impact on others and takes pride in assisting the firm’s clients as they work towards their goals.
When not working, Robert enjoys watching football in the fall, playing golf and softball in the summer, and spending time with family and friends.