Financial Advisor - SC&H Financial Advisors, Inc.
Developing a plan to build and protect wealth requires a comprehensive understanding of financial products, the tax code, and investment strategies, supported by strong client/advisor relationships. For more than 19 years, Robert Schmitt, a Senior Manager with SC&H Financial Advisors, has helped high-net-worth individuals and their families plan for the future – forging long-term relationships with a high degree of results-based satisfaction.
Rob offers a wide array of services, including portfolio management and design, customized asset management programs, retirement planning, insurance, tax and income planning strategies, and alternative investments. He has a rich background in advisory services, coming to SC&H Group from Fidelity Investments where he was responsible for overseeing and managing $400 million in client assets. Prior to joining Fidelity, Rob worked at T. Rowe Price where he was responsible for driving institutional retirement sales to corporate clients.
Rob graduated from the highly acclaimed Stillman School of Business at Seton Hall University, with a Bachelor of Science degree in Business Administration. He is a registered representative with the Financial Industry Regulation Authority Firm (FINRA) and holds licenses as an Investment Company Products Limited Representative (Series 6), Registered Representative (Series 7), Uniform Securities Agent (Series 63), and Investment Advisor (Series 65). In addition, he is a licensed Life and Health Insurance advisor in multiple states.
Rob was named one of Baltimore’s Select Wealth Managers in service and overall satisfaction by Baltimore Magazine in 2011, 2012, 2013, and 2014.
Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. We have individuals licensed to offer securities in the states of CA, CO, CT, DC, DE, FL, GA, HI, IN, MA, MD, NC, NJ, NY, NV, OH, PA, SC, TX, and VA. This is not an offer to sell securities in any other state or jurisdiction. Advisory Services offered through SC&H Financial Advisors, Inc. SC&H Financial Advisors, Inc. and Triad Advisors Inc. are unaffiliated entities.