PROFESSIONAL PROFILE

Robert provides advice and guidance to individuals, families, businesses, and charitable organizations. He works with his clients and their professional advisors to create a wealth management strategy tailored to their needs. Robert follows a systematic approach to investing consistent with each client's investment goals and risk tolerance. This is accomplished by helping clients accumulate, protect, preserve, and transfer wealth in the most efficient and effective ways.

Robert graduated with a Bachelor of Science degree in Finance from the University of South Florida and received a Masters of Business Administration degree from Nova Southeastern University. He previously was President and C.E.O. of Sidney Boswell & Company, Inc. and an accountant for Metropolitan Life Insurance Company.