Over his 35-year career in the financial services industry, Rob Weiss has developed a reputation for helping clients identify and achieve their financial goals. Using a variety of tools, including investments and insurance products, he creates customized plans to protect and build, preserve and manage wealth while helping to ensure a legacy. Weiss and his team emphasize client service, accessibility and a commitment to the highest ethical standards.
The holistic approach of PWA compliments and enhances his approach by adding the talents of an experienced planning team. PWA brings resources to clients who may be in need of a quarterback for their overall financial plans.
Check the background of this investment professional on BrokerCheck.
University of Toronto – Bachelor of Arts
Chartered Financial Analyst (CFA) Series 3, 7, 24, 31, 63, 66 Licenses
Take Stock in Children of Sarasota - Mentor
Perlman Music Program – Treasurer and Trustee
Boys and Girls Club of Sarasota County- Mentor
Dave Geismar Community Service Award, Weston CT Volunteer EMS
Gulf Coast Learning Institute – Participant
Gulf Coast Board Institute – Participant