Bob is a dedicated financial services professional with over 25 years of experience assisting clients with their investment, retirement, trust and estate planning needs. In addition to focusing on the needs of high-net worth individuals, Bob works with family businesses and small to medium sized non-profit organizations providing both investment management and retirement plan strategies.
Bob joined Stratos Wealth Partners in March of 2020. Previously, he was a Senior Financial Advisor with Merrill Lynch, a Wealth Advisor with Morgan Stanley and a Vice President and Trust Officer with Fifth Third Bank working with individuals and Foundations. Bob graduated from the Ohio State Moritz College of Law with his J.D. degree and completed his undergraduate degree in Political Science and Marketing from The Ohio State University.
Bob is active in the Central Ohio Community. He currently serves as a Board Member for the Charitable Gift Planners of Central Ohio and as a Philanthropy Committee Member for I am Boundless. Bob enjoys golf and is a long-time member at Scioto Country Club in Upper Arlington, Ohio.
Bob resides in Dublin, Ohio with his son Grant.