Rob has more than 25 years’ experience in the financial services industry having joined Raymond James in 1996 where he went on to manage and start up multiple departments focusing on improving service offerings to Financial Advisors. Rob currently oversees the firm’s Succession & Acquisition Planning teams supporting advisors selling or acquiring other practices.

Rob earned his Bachelor of Arts degree from Carleton University in Ottawa, Canada and his Master of Business Administration from the University of Miami. He has also completed the Securities Industry Institute at the Wharton School of Business and has earned the Certified Valuation Analyst (CVA) designation as well as a multitude of securities licenses.