Investment planning, business retirement plans, and financial consulting.
After Bob graduated from Rensselaer Polytechnic Institute with a degree in Electrical Engineering, he furthered his education with a Master’s degree in Banking and the Financial Markets from Adelphi University. He began his working career as an engineer with Grumman Aerospace and subsequently returned to the family food business. Bob began his financial services career in 1996 with Smith Barney moving his practice to Wells Fargo Advisors in 2013. In addition to being a Wells Fargo Advisor, Bob is active in American Business Associates (ABA), a networking group for businesses, and is a member of the Society of Trust and Estate Practitioners (STEP).
Bob’s philanthropy includes being a member of the advisory board of New Ground and on the board of New Ground’s NGIP subsidiary since 2016.
A home improvement enthusiast, Bob enjoys “family day” on Sundays with his wife and three daughters at their home in Dix Hills.