Bob is a Wealth Advisor for Avior Wealth Management.
Prior to joining Avior, Bob founded Stowe Financial Planning, LLC, in the aftermath of 9/11, with a vision to create a financial planning firm that was focused on client advocacy and fiduciary responsibility. His firm was built on a set of core values that prioritized client needs and interests over corporate sales objectives.
Avior was founded with a similar vision and set of values. The partnership has allowed Bob to continue his mission of providing clients with the highest level of personalized financial advice and investment management, while also leveraging the additional resources and expertise of Avior.
“I believe that trust ultimately defines a successful relationship, and that trust should be earned not only with empathy, but by demonstration of ethics and competency. Too many sales types look to get by on a demonstration of friendliness without the obligation.”
A 1978 graduate of the US Naval Academy, Bob graduated with a BS in Economics. He went on to receive his MBA from Southern Methodist University in 1989. In 1998 he completed the College for Financial Planning’s CERTIFIED FINANCIAL PLANNER™ Professional Education Program and was awarded his CFP® mark of distinction by the Certified Financial Planner Board of Standards. He has been quoted in Financial Advisor magazine, Financial Planning magazine and The Dallas Morning News.
Bob is married with three adult children. In his spare time, Bob enjoys reading, traveling and golf – and considers himself competent at two out of the three.