Bobby joined the Syracuse Wealth Management team in 2021 bringing with him over a half decade of tax and bookkeeping experience. He is an Enrolled Agent designated to practice before the IRS, regarding all tax matters.
Bobby is a graduate of Cazenovia College with a bachelor’s degree in accounting. Bobby holds a series 7, 63, and 65 securities licenses held with LPL Financial, 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. Most recently, Bobby has acquired the ability to assist clients in the Medicare enrollment process.
Outside of work, Bobby is an avid mixed martial artist, practicing karate and Ju-jitsu. He also enjoys spending time 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.