Robert Schmitt

Background

About Robert Schmitt

Developing a plan to build and protect wealth requires a comprehensive understanding of financial products, the tax code, and investment strategies, supported by strong client/advisor relationships. For more than 25 years, Robert Schmitt, a Director with Verdence Capital Advisors has helped high-net-worth individuals, business owners and their families plan for the future – forging long-term relationships with a high degree of results-based satisfaction. Rob offers a wide array of services, including portfolio management and design, customized asset management programs, retirement planning, insurance, tax and income planning strategies, and alternative investments. He has a rich background in advisory services, coming to Verdence Capital Advisors from Fidelity Investments where he was responsible for overseeing and managing $400 million in client assets. Prior to joining Fidelity, Rob worked at T. Rowe Price where he was responsible for driving institutional retirement sales to corporate clients. Rob graduated from the highly acclaimed Stillman School of Business at Seton Hall University, with a Bachelor of Science degree in Business Administration. He is a registered representative with the Financial Industry Regulation Authority Firm (FINRA) and holds licenses as an Investment Company Products Limited Representative (Series 6), Registered Representative (Series 7), Uniform Securities Agent (Series 63), and Investment Advisor (Series 65). In addition, he is a licensed Life and Health Insurance advisor in multiple states.