Bob is a partner in the financial services group. He began his career in the financial services industry in 1970 and immediately established himself as a leader early on, becoming one of the region’s top five advisors in each of his first five years with the company while with Equitable Life in Chicago and making him the youngest advisor in the history of the company to qualify for its Hall of Fame.
Following his years with Equitable Life, Bob built an independent and successful financial services firm that established itself as one of the fastest growing firms in northeastern Ohio. He also received national recognition with their broker dealer, ProEquities, Inc., and earned local recognition as a Fast Track 50 Award recipient.
Thirteen years ago, Bob incorporated his private practice into Skoda Minotti Financial Services and became the partner-in-charge of Skoda Minotti’s rapidly growing Wealth Management Practice.
Bob received the prestigious National Sales Achievement Award and the National Quality Award in each of his 31 years in this business. He was also recognized by the Million Dollar Round Table at the age of 31, making him the youngest ever qualifier and Life Member to be admitted at that time.
Bob graduated from Miami of Ohio University, holds the Certified Senior Advisor designation (CSA) and is a licensed Investment Advisory Representative. He is a member of the International Association for Financial Professionals and the National Association of Financial Planning.
A Registered Investment Advisor Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member FINRA & SIPC, Skoda Minotti is independent of ProEquities, Inc.