
ABOUT
Robert A. Apple
With over 30 years of experience in the financial industry, Rob has built a reputation as a qualified wealth advisor, helping individuals and families pursue their financial goals. Rob began his career in 1990 with Prudential Securities and has since worked for prominent firms including Advest, Ferris Baker Watts, RBC Wealth Management, Wunderlich Securities, and Raymond James. Today, he is proud to serve clients as part of the team at Stratos Wealth Management.
Rob holds both a Certified Public Accountant (CPA) designation and an Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning, showcasing his expertise in the areas of accounting and financial management. He earned his undergraduate degree in accounting from Miami University and his MBA in finance from Indiana University, providing him with a strong foundation in both technical knowledge and business strategy.
Throughout his career, Rob has been dedicated to delivering personalized financial advice, offering strategic solutions for investments, retirement planning, tax management, and wealth preservation. His approach is centered on building long-term relationships with clients and offering tailored strategies that align with their unique financial goals.
Rob lives in Solon, Ohio, with his wife Stefani and their 9-pound Shih Tzu, Clarence, who—despite being small—believes he’s the boss of the house (and sometimes even the financial planning process). They enjoy spending time with their three adult daughters, Dani, Marisa and Jillian. They are active members of Solon Chabad, and Rob has also served as the Past Chancellor of Deak Lodge Knights of Pythias.
When you work with Rob, you gain a knowledgeable and experienced financial advisor and a dedicated partner in managing your financial future. His goal is to make the complex world of finance easy to navigate and to help you make decisions that align with your values and aspirations.