Robbie has dedicated himself to helping clients meet their financial goals. He enjoys guiding his clients and helping them make great decisions with their money. He really enjoys getting to know his clients and their families over time while helping them reach their goals. He focuses on building new relationships for the team and delivering a goals-based wealth management process to all of his clients. Robbie has a distinctive ability to communicate complex financial solutions in simple terms that helps allow his clients to feel confident in knowing exactly how their strategy is working towards their goals.
Robbie holds a bachelor’s degree from the Lerner College of Business and Economics at the University of Delaware. Robbie began his career as a Financial Advisor at Merrill Lynch in 2013. He then joined Morgan Stanley in 2019 where he became a Senior Vice President and a Senior Portfolio Manager. Robbie currently holds Chartered Retirement Planning Counselor Designation (CRPC®). The CRPC® designation is the result of a comprehensive program that helps financial advisors master the entire retirement planning process, going far beyond retirement income. Before working in financial services, Robbie enjoyed a successful athletic career, playing football at both the collegiate and professional levels.
He, his wife, and their three children currently live in Suwanee, GA. In his free time Robbie enjoys staying active and playing golf.
Services Include
- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning Strategies
- Planning for Education Funding
- Business Succession Planning
Securities Agent: OK, MO, AZ, NV, OH, NC, KY, FL, NM, MI, LA, CA, AK, MD, WA, MT, KS, CO, VI, NY, MN, AL, TN, SC, PA, NJ, ME, IL, VA, MS, MA, IN, IA, HI, GA, CT, AR, UT, TX, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1054763