Bob Falconiero is a Wealth Mangement Advisor with the Hudspeth Group, a nationally recognized wealth advisory team headquarted in Naples, FL. Bob leads the team's growth and acquisition in the Greater Philadelphia and New Jersey region. He joined Merrill Lynch Wealth Management in 2019, transitioning from Orthopedic Trauma Consultant at Johnson & Johnson, within the Medical Device industry. Bob advises business owners, corporate executives, and ultra-affluent families on multiple facets of their financial lives. He also assists clients in preserving and growing their wealth, in addition to assisting clients in navigating the retirement process.
Bob is committed to ongoing professional education to help him understand market changes and present clients with new opportunities. Bob is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™) designations. Bob currently holds his Series 7 and 66 FINRA registrations, in addition to holding his insurance license.
Bob received his MBA from Drexel University Lebow College of Business with a concentration in Finance. In addition, Bob earned his Bachelor’s degree in Business Studies from Drew University, where he also played college basketball. While at Drew, he was admitted to the highly selective Wall Street program, where he obtained a deeper understanding of the role of financial markets within the economy. Bob enjoys spending time with his wife, Lindsey, their daughter, their son, and their two dogs.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Join the Hudspeth Group as they go over the basics of investing, retirement planning and properly managingfinances for those in the biotechnology space. The unique financial challenges seen over careers in this sectorare those the Hudspeth Group are intimately familiar with and have helped their clients navigate through. The Hudspeth Group is listed on the Forbes "Best in State Wealth Management Team" list in 2024. Publishedon January 9, 2024. Based on data as of March 31, 2023.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
