Working in the banking industry for 10 years, Robert built a passion for the markets. Being a young professional during the financial crisis of ‘08, Robert realized that he wanted to pursue a career as an Investment Advisor Representative to study the markets and help individuals and businesses position their investments in an allocation with appropriate risk and diversity to help advance in stronger market cycles and defend during a down market. Knowing the importance of client’s peace of mind, he strives to make sure his clients understand their investments and their position in the markets. Robert's roles in his career have included lending, banking, bank management, and now a Private Wea