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As a Managing Partner of 20/20 Financial Advisers of Daytona Beach, LLC, Robert provides wealth management strategies for people in "Life Transitions." His client base includes situations ranging from Lottery Winners, Divorce, Retirement, Death of Parents or Spouse. He has built his practice around creating comprehensive, personalized plans for multi-faceted financial planning needs.
Robert is a Registered Representative with Ameritas Investment Company, LLC offering securities and insurance related products and servcies. Robert is also an Investment Adviser Representative with CMI 20/20 in offering fee based financial planning and investment services to his clientele.
A Daytona Beach native, Robert began his career in Financial Services as an Account Manager for The Acacia Group after studying Business Management at The University of Central Florida. He became a Partner in the Orlando Ameritas-Acacia Boutique, Metro Financial Group in 1999. In 2003, he became the Senior Partner in the Metro Financial Group Boutique office. Then, in 2005, he merged Metro Financial Group into 20/20 Financial Advisers, LLC.
Robert holds Life Insurance, Health Insurance, and Variable Annuity Licenses from the State of Florida as well as other states. He also holds the following securities licenses: Series 7, 63, and 65 from the Financial Industry Regulatory Authority (FINRA).
Robert lives in the Port Orange, Florida area with his wife, Jennifer, and daughters, Avery and Hayden. He enjoys golf, deep-sea fishing, cooking, travel, and spending time with his family.
Florida Life Ins # A028632