Bob has been in Financial Services for 30yrs, and a licensed Financial Advisor since 2010, holding Series 7 and 66 licenses. He has held a variety of positions over the years such as Bank Advisor, Regional VP, and Director of Investments. His current role as Financial Advisor has him working directly with clients to ensure they reach their life and planning goals. Bob is well-versed in both Investment and Protection strategies, legacy concerns and income planning. He takes a holistic approach to ensure each client reaches goals while staying within their comfort zone of risk. He is from Virginia Beach, VA and enjoys spare time spent with family, the beach, golfing and good food.