Rob Patti is a Private Wealth Manager and Partner at Patti Wealth Management and Stratos Wealth Partners, bringing over 20 years of wealth management experience. They earned a Bachelor of Science in Finance from Jacksonville State University and hold both the CERTIFIED FINANCIAL PLANNER™ designation obtained in 2002 and the Certified Investment Management Analyst® designation received in 2012 from The Wharton School. Previously, Rob served as Regional Vice President at Zacks Investment Management and as a Certified Financial Planner at Morgan Stanley Dean Witter. Their expertise includes asset management, financial planning, and estate planning for high net worth individuals and institutions.
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