About Robert A. Davit
Bob has been providing multigenerational wealth solutions for over 25 years.
As a Certified Investment Management Analyst®, he enjoys helping clients pursue their short- and long-term financial goals by using portfolio architecture as the driving force in client outcome.
Prior to joining the team in 2018, Bob spent 12 years at UBS and 13 years with Merrill Lynch as an investment vice president. Bob graduated from Bradley University with a degree in engineering. Bob and his family are residents of Barrington and are active in youth sports. He is a past Rotarian of the Year with the Barrington Breakfast Rotary Club and is a proud contributor to the Boy Scouts of America as an Eagle Scout. In his free time, Bob refurbishes farm equipment and farms hay.
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Our independent advisors begin by meeting with you to find how the pieces of your financial puzzle fit together.