Robert has 12 years of experience in the financial services industry and joined Essex Financial Services in June 2009. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and earned this designation in May 2006. He joined us from Bank of America Investments Services Inc. where he was a Financial Advisor in the Essex, CT and Milford, CT market. Prior to Bank of America Investments, Robert spent 8 years at Fidelity Investments in a variety of roles, most recently as Vice President, Account Executive in the Private Client Group. Robert was awarded Fidelity’s highest honor, being named to the President’s Circle in 2003 and 2005.
Robert specializes in investment planning, retirement & income planning and overall wealth management strategies. He holds the Series 7, 63 and 65 securities licenses as well as the State of Connecticut Life Insurance and Variable Contracts Licenses.
Robert and his wife Danielle reside in Seymour, CT. He is a member at Yale University Golf course and is an avid golfer. They are supporters of the Best Friends Animal Society.
