Professional Experience

With more than 20 years of financial management experience, Robert leads the firm’s Financial Services department. He provides solutions for clients stemming from life-changing events such as the purchase or sale of a business, job changes, marriage, divorce, the birth or adoption of a child and the loss of loved ones.

Areas of Expertise

  • Financial Services
    • 401(k) rollovers
    • Asset management
    • College planning
    • Estate planning
    • Financial planning
    • Insurance consulting
    • Retirement planning
    • Senior services

Education and Certifications

  • University of Dayton, Bachelor of Science, Education
  • John Carroll University, Executive Certificate Financial Planning

Awards, Honors, and Recognitions

  • Cleveland Five-Star Wealth Manager, 2015
  • Leadership Lake County Program Graduate
  • Skoda Minotti/Growth Partnership Leadership Program

Community Involvement

Lake Health Foundation Board of Trustees

Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC, Skoda Minotti is independent of ProEquities, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Questions? Contact Robert D. Coode by filling out the form below.

Reach our Cleveland office at 440-449-6800