Our Teams

Your trusted advisor - providing a sounding board, creative engine and path-clearing approach to your goals.

Robert Mark Weiss, CFA

Regional Director and Financial Advisor


rweiss@provwealth.com
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Experience:

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.

Client Focus

  • Business owners
  • Entrepreneurs
  • High-net-worth individuals
  • Multi-generational families

Specialized Strategies

  • Insurance strategies
  • Legacy plans and charitable giving
  • Long-term care insurance
  • Long-term investments
  • Wealth management

Check the background of this investment professional on BrokerCheck.


Education:

University of Toronto – Bachelor of Arts


Affiliations:

Chartered Financial Analyst (CFA) Series 3, 7, 24, 31, 63, 66 Licenses


Community:

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


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