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Robert A. Apple

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Robert A. Apple, MBA, AAMS

Partner/Wealth Advisor

With more than 30 years of experience in the financial services industry, Rob takes a comprehensive approach to helping individuals pursue their goals during their working years and throughout retirement. His thoughtful guidance helps clients to feel more in control of their financial future as they actively make decisions to strengthen their financial plan. His previous experience as a certified public accountant helps him create more tax-efficient portfolios on behalf of his clients, but the most rewarding part of being a financial advisor is interacting directly with his clients and helping them and their families strive for financial success.

Rob previously served as senior vice president of investments at Wunderlich Securities for four years. Previously, he held advisory positions with RBC Wealth Management, Prudential Securities, Advest and Ferris, Baker Watts. He also received the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He earned his bachelor’s degree in accounting from Miami University of Oxford and his master’s degree in finance from Indiana University.

The Cleveland native now lives in Solon with his wife, Stefani, and their daughters, Danielle, Marisa and Jillian. A dedicated part of his community, Rob is a member of the Chabad Jewish Center of Solon and past chancellor commander of Deak Lodge Knights of Pythias #334.

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