A Financial Advisor since 2003, Bob devoted most of his professional effort to an accounting business from 1987 to 2002. The business--which provides bookkeeping, tax, and controllership services to small businesses and non-profit organizations--continues today as an approved outside business activity.
As a Financial Advisor with Waddell & Reed, Bob focuses on financial planning as a tool for assisting clients with their financial decision making: from budgeting to saving for retirement to risk management to legacy choices.
In his free time he enjoys theatre and writing poetry and short fiction. He is also an active Rotary Club member, committed to the philosphy of "Service Above Self".
- Series 7 & Series 66 securities registrations
Associations and Memberships
- Rotary Club of East Lake Sunrise, Oldsmar, FL
- Master of Business Administration
- Master of Arts
- Bachelor of Arts
- English/Creating Writing
- Northeastern University
- University of Massachusetts Boston
- Sara Lawrence College
Waddell & Reed is not affiliated with any other entities referenced herein. 06/18