RB

Robert Baitt

Financial Advisor at Vantage Financial Group, Inc.

Robert Baitt is an experienced financial professional with a robust career spanning over a decade. Currently serving as a Financial Advisor at Vantage Financial Group, Inc. since December 2019, Robert previously held positions as a Private Client Advisor at J.P. Morgan and as a Financial Advisor at Morgan Stanley. Earlier experience includes roles as a Department Analyst and Account Representative at Cleveland Clinic, as well as a Senior Accountant at Cleveland Clinic Abu Dhabi. Robert earned a degree in Business, Marketing, Management, and Communications from Ohio University, where studies took place from 2005 to 2008, and is also an alumnus of Saint Ignatius High School.

Location

Cleveland, United States

Links

Previous companies


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices


Vantage Financial Group, Inc.

ABOUT US Vantage Financial Group, Inc. is a team of diversified financial professionals who furnish comprehensive financial, insurance, estate, and tax strategies for businesses, professionals and key executives. We offer a wide selection of financial service providers which affords our team of associates the independence and flexibility to meet your total planning needs. OUR HISTORY & STRUCTURE Szeretvai & Associates, an insurance and investment counseling firm, was founded in 1969 by George Szeretvai. Our name and corporate structures changed in 1985 to reflect our broader focus as a single-source financial services company. This remains our focus today. Vantage Financial Group, Inc. is similar in structure to a law or accounting firm, offering diverse expertise to our clients. We realize that no two businesses or individuals are the same. We work hard to develop planning and benefit programs that will work well in the unique situation each client presents. SINGLE-SOURCE FINANCIAL SERVICES Each member of the Vantage Financial Group, Inc. team of associates commands a specialized field of knowledge, and is available to advice on individual or business needs. This approach adds multidisciplinary views and objectivity to the planning services we provide. We offer two valued commodities in the financial services field - stability and continuity. Disclosure: Security and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services also offered through Vantage Financial Group, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Branch Address 6200 Rockside Road, Cleveland, OH 44131 Phone 216.642.7878


Headquarters

United States

Employees

51-200

Links