Rob Dattolo, CFA, CFP®

Experience

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  Buttelman & Associates Financial Services

  Apr 2017 - May 2023

  Wealth Manager

  As an Investment Advisor Representative of GWN Securities, Inc. provided retirement planning solutions to employees under the Florida Retirement System, their families, and other professionals.

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  Bernstein Private Wealth Management

  May 2023 - now

  Vice President | Wealth Advisor

  Bernstein Private Wealth Management serves as confidants to some of the world’s most astute investors. With innovative research, sophisticated modeling, and cutting edge investment solutions, we’ll guide you and your community to achieve a more meaningful future. Our comprehensive approach and flexible process is engineered to turn complexity into clarity. Each client is supported by a team of specialists aligned with your values and needs. Our advisors serve as a dedicated fiduciary partner offering transparency, empathy, impactful insights, real-world experience, and a shared sense of purpose. Together, we make your dreams a destination and your vision a reality, charting a course that reveals new opportunities, forges deep alliances, and indelibly impacts the world you’ve made. Show less