Bob is a Wealth Advisor with Avior Wealth Management.
Prior to joining Avior Wealth, Bob founded Stowe Financial Planning, LLC, a fee-only financial planning and Registered Investment Advisor firm based in Plano, Texas. Bob established Stowe Financial in the fall of 2001, 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 Wealth was founded with a similar vision and set of values. When seeking partnership, it made perfect sense for Bob to join forces with Avior Wealth and merge Stowe Financial into their operations. 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 Wealth.
Bob is a member of the National Association of Personal Financial Advisors, an organization that requires its members to be fee-only. He is also a member of the Financial Planning Association and has served on the Board of Directors for its Dallas Fort Worth Chapter.
“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.
Bob has been quoted in Financial Advisor magazine, Financial Planning magazine and The Dallas Morning News. He is honored to be an Investment Committee Chair of the Ursuline Foundation, former chair of Ursuline Academy Parent’s Annual Campaign and the Plano Symphony Board. He 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.