Robert E. Zola, JD, CFP®

Robert E. Zola, JD, CFP®

CERTIFIED FINANCIAL PLANNER™, Senior Wealth Advisor

Rob joined our team in 2016. As a professional market maker with over 20 years of experience in trading, strategic planning and risk management, Rob served as an independent derivatives trader and a former partner at RTS Capital. Rob’s prior experience and extensive industry knowledge provide him with a fluent understanding of the financial markets and a long history of identifying and controlling risk.

 

A graduate of Skidmore College and University of Miami School of Law, Rob is an attorney (J.D.) and a member of the New York and New Jersey Bars.

 

Rob is an avid tennis and paddle player. He and his wife Noelle have been married for over twenty years. They have three children who are very busy with school, sports, and dance. Rob enjoys coaching, being active and spending time outdoors with his family.

 

With a strong passion for investing and financial planning, Rob looks forward to building long-term relationships with families to help them pursue their financial goals.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.