As a Managing Partner of 20/20 Financial Advisers of Daytona Beach, LLC, a ChFC® (Chartered Financial Consultant) and Certified Financial Planner (CFP ®), Robert provides wealth management strategies for people in “Life Transitions.” His client base includes situations ranging from Lottery Winners, Divorce, Retirement, Death of Parents or Spouse. He has built his practice around creating comprehensive, personalized plans for all financial planning needs.
A Daytona Beach native, Robert began his career in Financial Services as an Account Manager for The Acacia Group after studying Business Management at The University of Central Florida. In 1999, he became the Senior Partner in the Metro Financial Group Boutique office. Then, in 2003, he merged Metro Financial Group into 20/20 Financial Advisers, LLC.
He holds Life Insurance, Health Insurance, and Variable Annuity Licenses from the State of Florida as well as other states. He also holds the Series 65 securities license.
Robert lives in the Port Orange, Florida where his family has lived since the 1940s. He enjoys golf, cooking, travel, and spending time with his family.
Florida Life Ins # A028632
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). ©2022 2020 Financial Advisors, LLC – All Rights Reserved.
Daytona Beach, FL
1663 N. Clyde Morris Blvd
Daytona Beach, FL 32117
West Palm Beach, FL
119 Lake Susan Drive
West Palm Beach, FL 33411