As an Investment Advisor Representative, Robert acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

Qualifications

• Licensed to sell Life & Health Insurance
• Holds his Series 7, 63 and 66 Securities License

Personal

• Graduated from the University of Connecticut with a
• Bachelors degree in business Data Analytics
• Enjoys weight lifting, golfing, and spending time with his daughter Savannah
• Currently resides in Seymour, CT

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck