Robert Schmitt

Director, Private Wealth Advisor


As a Director and Private Wealth Advisor at Verdence, Rob works with individuals, families, and business owners to create customized financial plans that help build, grow, and protect their wealth. 

Prior to joining Verdence, Rob worked with SC&H Group, Fidelity, and T. Rowe Price. He brings over 25 years of experience providing comprehensive advice as a trusted financial advisor who puts clients’ interests first. Rob offers investment and portfolio management, retirement and income planning, and estate and tax planning strategies focused on long-term customized solutions.   

Rob graduated from the Stillman School of Business at Seton Hall University and is a registered Investment Advisor Representative (Series 65). 

Get to know Rob!

A hobby I wish I had more time for:

“Coaching sports”

If I could invite anyone, living or dead, for dinner, I would invite:

“Elvis Presley, Jimmy Buffett, and Richard Branson. I think that would be a very interesting dinner!”

Favorite vacation spot:

“Aruba and Key West are two of my favorites—but any place warm and sunny works for me!”

3 words that describe Rob:

“Loyal, Honest, and Dependable”