Senior Vice President & Wealth Manager
Rob Yevchak has achieved a rewarding career in financial services by always putting his clients interests first and providing exceptional personalized service. Over 25 years in the industry has taught him how to advise clients throughout various market cycles and help them understand the risks and rewards of investing. Drawing on his experience, Rob develops personalized strategic solutions to address the complex needs of individuals and families who seek to build and maintain wealth. Rob began his career as a financial advisor at Prudential Securities and subsequently helped clients manage their wealth at Smith Barney, Wachovia Securities and Wells Fargo Advisors. Over the years Rob’s efforts to help his clients have been recognized many times including having earned Presidents Council honors. In addition to applicable securities registrations and insurance licenses, Rob earned his Bachelor’s Degree in Political Science with Honors from Boston University. Rob has served on various boards in his hometown where he lives with his wife and two children. Rob’s outside interests include running marathons for charities and Tae Kwon Do, in which he holds a black belt. When he isn’t working, Rob enjoys reading about economic and political history, going to the shore and spending time with his family.