Rob Schmitt

PRINCIPAL

"Most people don’t plan to fail…they fail to plan."

Robert Schmitt

Rob Schmitt, a Principal with SC&H Financial Advisors, takes great pride in helping clients create comprehensive financial plans that build and protect wealth.

He has partnered with individuals and their families for over 20 years as a trusted financial advisor, offering tax-advantaged portfolio management and retirement planning services to help clients navigate the ebbs and flows of life.

Named one of Baltimore’s Select Wealth Managers in service and overall satisfaction by Baltimore Magazine six times over the past decade, Rob forms long-term relationships with his clients, allowing him to implement financial strategies that fit their lifestyle now, and well into the future.

Rob came 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, and was responsible for driving institutional retirement sales to corporate clients.

Rob graduated from the Stillman School of Business at Seton Hall University, with a B.S. 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, and is a member of SC&H Group’s investment committee.

Planning is Rob’s passion – and he hopes that no matter what life may bring your way, you are prepared financially, and can achieve your personal goals and objectives.

Advisory Services offered through SC&H Financial Advisors, Inc.

 

 

 


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