MANAGING PARTNER, WEALTH MANAGEMENT
Rob has been in the Investment Industry since 1993. For many years, he was in Institutional Equity Sales where he helped Mutual Fund Managers, Hedge Fund Managers, and Trust Portfolio Managers make investment choices for their portfolios. Rob joined Platinum Wealth Partners in 2009 to manage investment portfolios for individuals and families from all over the country. He also helps his clients with their Insurance, Annuity, and Retirement Plan needs. Rob was born and raised in St. Petersburg, FL where currently lives with his wife, Kerry, and their two boys.
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
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