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 designed to help 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 that bring 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
Boys and Girls Club of Sarasota - Mentor, Member of Foundation Board
Take Stock in Children of Sarasota - Mentor
Perlman Music Program/Suncoast - Member of Board of Directors
Gulf Coast Community Foundation - Leadership Institute, Participant
Gulf Coast Community Foundation, Board Institute, Participant
Weston CT Volunteer EMS, Emergency Medical Technician 2001-2015
Weston CT Volunteer EMS, Dave Geismar Community Service Award 2007