Bob is the President of AGFS and has been serving clients as a Financial Advisor since 1992. Bob studied at City College of Chicago and the University of Maryland, is a registered General Securities Principal (Series 24), Municipal Securities Principal (Series 53), and holds his Series 6, 7, 63 and 66 registrations. He also holds his NY Notary Public registration, Life, Accident & Health licenses, and the NYS Partnership certification. Bob was a founding member of Advanced Group which was built on the concept clients are best served by a team of diverse professionals whose expertise and experience can be delivered through individual Financial Advisors, allowing them to gain a deep understanding of and connection with their clients.
In addition to the love of his choice of career, Bob most enjoys adventure traveling with his wife Cindy and spending time with friends and family at their lake home. Bob also believes in giving back to the community and has spent many years serving on various boards. Currently he remains active as a board member of the ARC Herkimer, which serves the needs of the developmentally disabled population.
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