Rob Cappello has been serving the financial needs of healthcare professionals, retirees, investors and business owners, as well as their families, for more than 25 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation. As your financial advisor, Rob takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Rob works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
Raymond James’ extensive resources include professionals in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Rob works diligently to help you develop both your personal financial plan and a detailed investment strategy. Rob’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Originally from Garden City, New York, Rob graduated from Quinnipiac University with a Bachelor of Science in finance. Prior to joining Raymond James in 2019, Rob worked for A.G. Edwards for 14 years and with Janney Montgomery Scott for 10 years. Rob serves as president of the Garden City TMA, an 80-year-old organization/booster club that funds the extra needs of Garden City High School’s sports teams. Away from the office, he enjoys coaching his kids in lacrosse and playing golf.