ROBERT BOLLING

Robert Bolling is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, HI, IL, MA, MO, NC, NJ, NY, OH, PA, VA, WA... Bob's main area of expertise within our team is providing investment consulting services to both institutional and high-net-worth individuals. This includes customizing investment policies and asset allocations around clients' goals and objectives as well as designing strategies to implement the plans. In addition, he focuses on the equity strategies for their team with careful consideration to risk management. Bob believes strongly in a holistic view of wealth management and his strategy is to add value through helping to educate clients in family wealth planning to enrich their lives and others. Teaching multi-generational family members to be good stewards of family wealth is a key to Bob's business... We view regular communications with clients as an essential part of an effective advisor relationship. We are in..

Primary location: Wilmington United States