As Business Development Manager for Treece Financial Group, Robert meets with clients to position investment and advisory solutions. Robert is a seasoned financial service professional with over 15 years of wealth management experience working with individuals, families, and businesses. He is a graduate of St. Anselm College and has worked in the financial services industry with Northwestern Mutual in Providence, Santander Bank, and TD Bank.

For the past 8 years, Robert has been a member of Team Treece where he oversees client development, hires for the practice, (built an internship program too), and coordinates educational seminars for appreciation and community outreach.

He holds Series 6, 7, 63, and 65 securities registrations, and life, health, and long-term care insurance licenses with Cetera Advisors. Robert is a Candidate for CFP® Certification, earned the Accredited Investment Fiduciary® (AIF®) designation in 2019, followed by the Certified Wealth Strategist® (CWS®) designation in 2021, and is an Investment Advisor Representative. He has been a Mortgage Loan Officer in Florida for 3+ years.

Robert enjoys outdoor activities and projects, working on his latest batch of brew, playing the drums, and critiquing buffalo wings. He is a diehard Boston sports fan and occasionally will call in to give his take on talk radio. He has done a ton of traveling throughout his life, including living in Georgia (the country!), and giving back through volunteerism. He is married to Ashley, and they have a daughter Maya and a younger son, Bear. Together they love cooking tacos, movie night, and road trips to go hiking. Rob has lived in Miami for 11 years and has relocated back to RI over the past year. He has a knack for forming relationships with people, he is always generous and charitable.