Broker Check
Robert Joseph Jr.

Robert Joseph Jr.

Financial Advisor

Rob grew up in Franklin, MA and attended Boston College. His father was an advisor during this time and Rob spent high school summers and college breaks interning with him. This is where he developed a love for the business and helping people fulfill their financial needs. Upon graduation, Rob began working at Lehman Brothers on their Institutional Fixed Income Sales Desk, working with clients such as Fidelity, Putnam, John Hancock among others. After many years at Lehman Brothers serving institutional clients and rising to the position of vice president, Rob made the move to work with his father at his firm and began servicing individuals and families.  Rob has spent 30 years assisting his clients achieve their financial goals.  He continues to work with his father today, his greatest mentor.

Rob currently resides in Wellesley, MA with his wife and two children.  He enjoys golfing, traveling, and spending time with his family.

Rob currently holds his FINRA Series 7, 24, 63, and 65 licenses.