Bobby is the newest member of the Syracuse Wealth Management team bringing with him a half decade of tax and bookkeeping experience. He is an Enrolled Agent designated to practice before the IRS, regarding all tax matters.
Bobby also holds series 7, 63 and 65 securities licenses along with his New York State Life, Accident, Health, and Annuity licenses. These licenses, along with the Enrolled Agent designation, allow Bobby to effectively help current and prospective clients with tax and estate planning, insurance, and retirement/investment planning.
When not working Bobby enjoys spending time at the golf course and with family and friends.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Syracuse Wealth Management and LPL Financial are separate entities. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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