Rob is a Certified Financial Planner® (CFP®) and started in the wealth
management industry immediately after obtaining his undergraduate
degree in finance in 1992. He specializes in the design and implementation
of customized and sophisticated wealth management strategies for his
affluent clients – the majority of which are successful investment real estate
owners/developers, entrepreneurs, business owners, physicians, senior
corporate executives, professional athletes, and professional coaches.
Prior to joining Apollon Wealth Management as a Managing Director, he
was the Head of Office / Vice President of a regional office for Goldman
Sachs Personal Financial Management, the Managing Director for a
regional office for United Capital Financial Advisers, and an adjunct
professor at Florida Atlantic University where he taught the CERTIFIED
FINANCIAL PLANNER® Professional Education curriculum.
Through the years, Rob has had the opportunity to help his clients achieve
their goals through the implementation of a multitude of wealth planning
techniques including several investment real estate focused strategies:
1031 exchanges, Delaware Statutory Trusts (DSTs) and Qualified
Opportunity Zones (QOZs).
Respected for his knowledge of current wealth management issues, Rob
has been quoted by The Wall Street Journal and Dow Jones Newswire,
has contributed articles on wealth management topics to local, regional,
and national publications, was a guest on CNBC’s “Make Your Money
Work” segment of their “Power Lunch” program, and was a featured SME
speaker at multiple conferences and symposiums. He was named to
Medical Economics’ exclusive list of “The 150 Best Financial Advisors for
Doctors” and in 2000 received the prestigious “Ticker Ace Advisor of the
Year Award for Best Educator” presented annually by the industry
renowned Ticker Magazine to one advisor throughout the entire country
demonstrating superior proficiency and skill in client education.
Rob and his wife have owned property and spent considerable time in
South Carolina for over 15 years. They are now residents of Daniel Island.