President/Certified Private Wealth Advisor® Chartered Advisor in Philanthropy®
Bob is the lead Investment Manager and Certified Private Wealth Advisor professional at Monte Financial Group, LLC. Bob has been providing individualized investment strategies and ongoing investment management designed for the unique needs of individuals and their family since 1984. Prior to establishing Monte Financial Group in 2009, he spent 17 years at Smith Barney, leaving as Senior Vice President Wealth Management/Financial Advisor. Over the course of his career, Bob has helped individuals and families identify and work towards their retirement goals. Bob advised clients through challenging economic cycles such as the saving and loan crisis/recession of 1990-1991, the dot-com bubble of 2000, and most recently the sub-prime mortgage market collapse of 2007-2008. Bob is a member of the Financial Planning Association and the Investment Management Consultants Association. In 2012, Bob earned the CAP® (Chartered Advisor in Philanthropy) designation which positions him as a leader in the fields of philanthropy and wealth management. Additionally, Bob led his team to be a multiple year winner of the Connecticut Five Star Wealth Managers award designated by Connecticut Magazine and Five Star Professional.