Robert Campolongo, CFP®

Robert Campolongo, CFP®, Vice President/Investments, StifelRob has more than 20 years of experience providing guidance to individuals about their investments. After practicing law for six years, Rob entered the financial services industry in 1997. A graduate of Vassar College (B.A.) and Northeastern University School of Law (J.D.), Rob joined Stifel in 2009 after having worked at both Smith Barney and Merrill Lynch. Rob also has his CERTIFIED FINANCIAL PLANNER™ certification.  In addition, Rob also holds his Series 7 (General Securities Representative), 63 (Uniform Securities State Agent), and 65 (Investment Advisor Representative). He is also Insurance Licensed in New York, New Jersey, Connecticut, Maryland, and South Carolina.

Using an investment planning process, Rob specializes in helping people who are fearful their assets may not produce enough income for them in retirement.