Robert A. Davit,
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.
Securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners is a separate entity from LPL Financial. Gladstone Institutional Advisory, LLC and Puzzle Wealth Solutions are separate entities from LPL Financial.
1901 N. Roselle Rd
Schaumburg, IL 60195
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