Bob has over 21 years of experience in helping individuals, families and small businesses work towards their financial goals and enjoys making client communication and attention to detail the priority of his practice. The personal attention and high level of service he gives to his clients aims to provide high levels of satisfaction and retention. Today, he guides his clients through challenging economic and market conditions and helps them stay focused on pursuing their goals. Bob manages a diverse client base consisting of small business clients, high net worth individuals, families and retirees.
Bob graduated cum laude from St. Leo University with a Bachelor of Arts degree in Human Resources Administration and proudly served his country for 23 years in the United States Navy. He retired from active service in 2000. Bob currently holds FINRA Series 6, 63 and 65 licenses through LPL Financial and is an Investment Advisor Representative at LPL. Additionally, he holds insurance and variable contract licenses and is appointed to conduct business in multiple states.
By collaborating with the financial planning specialists at LPL Financial and members of the Lighthouse Wealth Advisors of Charleston, LLC team, Bob brings to bear a great deal of knowledge, wisdom and specialization on behalf of his clients. This enables him to utilize a vast array of tools and resources at his disposal for the benefit of his clients.
Bob has been married to his wife Sandra since 2004 and they have three children. His interests include exercise, spending time at the beach, college football and travel.