Solano Wealth Management Group

CONNECT

Address:

One International Place, Suite 3210
Boston, MA 02110

Phone:

(617) 377-4416

Roberto H. Solano, Jr.

Roberto H. Solano, Jr.

Managing Director, Wealth Manager

Bob Solano is a Managing Director, Wealth Manager at Steward Partners Global Advisory. He has over 25 years of experience providing comprehensive investment and financial planning strategies for select individuals, high net worth families and entrepreneurs. Bob services a diverse mix of clients from multiple regions across the globe.  His focus is to advise clients with retirement, financial and estate planning needs. The foundation for Bob’s investment portfolio strategy is based on asset allocation to mitigate risk management in tandem with fundamental and technical analysis. 
 
Bob earned his Bachelor’s degree from the University of South Florida, MBA from Boston University and JD from Suffolk University.  He holds the Series 7, 31, 63 and 65 securities licenses as well as Life and Health Insurance licenses.
 
Bob has resided in Andover, Massachusetts for the past 19 years with his family and enjoys golfing in his spare time.