Rob Weiss, CFA®, is a seasoned financial professional with over 35 years of experience in the financial services industry. Currently serving as a Senior Wealth Advisor at Summit Financial, Rob specializes in fiduciary wealth management and comprehensive financial planning for high net worth families and business owners. Previously, Rob held the position of Regional Director at Provenance Wealth Advisors and Financial Advisor at RJFS, where a strong reputation for helping clients identify and achieve financial goals was established. Additional roles include serving as Financial Advisor, First Vice President, and Portfolio Management Director at Morgan Stanley and a Financial Advisor at AG Edwards. Rob also held positions at TD Securities as VP and Director of Fixed Income. Rob holds a Bachelor of Arts degree in Arts and Sciences from the University of Toronto.
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