Robert Schmitt

As a Managing Director and Private Wealth Advisor, Rob works with individuals, families, and business owners to develop customized financial plans designed to help build, grow, and protect their wealth. He takes a thoughtful and comprehensive approach to advising clients, focusing on their unique goals and priorities.

Rob draws on over 25 years of experience in the financial services industry, including roles at SC&H Group, Fidelity, and T. Rowe Price. As a trusted advisor, he is committed to putting clients’ interests first and collaborating closely with their attorneys, accountants, and other professionals. His work includes guiding clients on tax-efficient strategies, multi-generational wealth planning, and retirement and income planning.

In addition to his advisory role, Rob serves as a board member and Treasurer of the Verdence Foundation, which promotes the philanthropic efforts of Verdence employees and supports giving back to the communities where they live and work.

Rob, a former Division I baseball player at Seton Hall University, earned his degree from the Stillman School of Business.

Get to know Rob!

A hobby I wish I had more time for:

“Pickleball… of course!”

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”