Robert Waldron
P | 732-452-7260
F | 732-906-3618
E | bob@equityws.com
Business Philosophy:
My motivation is to help people live and retire with dignity.
Background:
Having worked for over 40 years in financial services, Bob has extensive experience in all aspects of the industry. During Bob’s first decade of experience, he worked in back offices of various Wall Street trading firms and banks. Here he gained extensive knowledge in various financial instruments and in all departments. Bob was a retail trader in the over the counter market with Thompson McKinnon and a trading assistant on the bond desk at Freeman securities.
For the past thirty years Bob has worked with his current broker-dealer, now Equitable Advisors focusing in the 403(b)-educator market. He has applied his investment experience to cultivate and to support educators to create retirement plans and to support their financial goals. Bob helps clients throughout their career create personalized financial plans so that they have a strategy for retirement. In addition, Bob has been focusing on Goals Based Wealth Management. This approach is a personalized money management strategy that is developed based upon his client’s goals and risk tolerance.
Bob is a life-long New Jersey native attending Rutgers University, New Jersey City University and the New York Institute of Finance with a Bachelor Degree in Economics and Data Processing. He also has a trading license from the NY Institute of Finance. An avid fisherman, Bob enjoys being by the ocean and casting a line. He resides in Middletown, NJ with his wife.
Bob holds FINRA Series 7, 63 and 65 registrations: Life and health insurance licenses. He is serving clients in CT, DE, DC, FL, GA, MD, NJ, NY, NC, PA, SC, VA. He also has IAR registrations in CT, DC, FL, GA, NJ, NC, NY, PA and SC.
