Boca Raton, Florida 33486-1069
United States
Robert J. Robes is a Senior Fiduciary Advisory Specialist for the Gold Coast region of Wells Fargo Private Bank. As part of The Private Bank, Mr. Robes works with clients to integrate fiduciary and investment knowledge into each client's custom wealth plan. He coordinates with investment strategists to align investments with the client's goals and values. Based on the particular situation, Mr. Robes can coordinate a variety of Specialized Wealth Services in order to help grow and protect assets, while working toward the client's overall wealth management goals.
Prior to joining Wells Fargo, Mr. Robes was a shareholder in the Tax, Trusts and Estate department at Greenberg Traurig, P.A. in Boca Raton, Florida where he practiced law for almost 16 years with a focus on private wealth management, personal business structuring and estate planning for high net-worth individuals, families and entrepreneurs. Mr. Robes also is an adjunct professor at St. Thomas University School of Law in Miami, Florida.
Areas of Practice | 1) Tax, 2) Trusts & Estates and 3) Tax & Business Group |
Law School | St. Thomas University School of Law (J.D.,1997) |
Education | Florida Atlantic University (B.A.,1993) |
Bar Member / Association | District of Columbia State Bar Associations,Florida State Bar Associations |
Most recent firm | Wells Fargo Private Bank |
LinkedIn Profile | https://www.linkedin.com/in/robert-j-robes-2a464b7 |
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