Bob maxson cfm®

Bob started his career in financial planning and portfolio management with Merrill Lynch approximately 35 years ago and spent most of his career in the large wire house arena with

firms such as Merrill Lynch and Morgan Stanley. With a rich understanding of multiple market cycles, their implications and how to prepare, Bob collaborates with clients to structure programs that can help them to continue to accumulate wealth and reduce risk.

Bob's passion for his work stems from working with clients, seeking focus for their long-term needs at critical points within their financial lives. He is always in pursuit of earning their full trust and confidence in establishing transparent and fruitful client relationships. Bob often reminds clients that 'failure to plan

is a plan for failure' For this reason he spends considerable time discussing a range of scenarios and investment approaches with each client.

When Bob is not working you will find him either listening to music, on the golf course, tennis courts or motorbiking in the mountains. Bob has two children

and three grandchildren up in northern Ohio. Travel, food and wine are also favorites in his spare time.