Financial Services Consultant
Bob draws on more than three decades of diversified experience to craft customized plans for his select clientele. He counsels high-wealth individuals in the areas of estate and retirement planning, wealth management, and premium financing arrangements. For businesses, he provides guidance on tax advantaged insurance programs, business continuity, executive benefit programs and healthcare solutions.
Prior to partnering with American Global, Bob is a Founder and Principal Managing Director of Cornerstone Wealth Advisors, LLC. The firm is a member of National Financial Partners (NFP), a leader in the delivery of wealth management solutions for individuals and benefit strategies for businesses.
Bob’s career also included the position of President of Suffolk Group Financial Service Corporation where he helped build one of Long Island’s premier financial service agencies. He also served as the Long Island Director for 1st. Global Capital, Inc. There, he was responsible for partnering with accounting firms to provide insurance strategies for their clients.
Bob has received many industry achievement awards and has served his community as a Rotarian, Board Member of the YMCA and is currently Board Chairman of Long Island Save -A- Pet Foundation. Bob’s hobbies include golf, baseball, traveling and rescuing animals in need where he works to find loving adoptive homes for them. Bob resides in Stony Brook, New York.