About Me

Bob strives to provide each client with comprehensive wealth management and investment services, using his knowledge and experience from his many years in the financial services industry. He is a Senior Vice President/Investments with the firm in our Stuart, Florida, office and has earned the CERTIFIED FINANCIAL PLANNER™ certification.  Prior to his move to Stifel, Bob spent 26 years with A.G. Edwards & Sons, Inc. and its successor firms, with 10 of those years as the Branch Manager of their Stuart office.

With nearly 40 years of experience as a registered investment professional, Bob is dedicated to guiding his clients toward their financial goals and understanding their needs and concerns.  He takes pride in offering sound investment guidance and seeks to provide a level of personal service that exceeds expectations.  Backed by the vast resources of Stifel, Bob assists his clients in designing a portfolio that balances risk, growth, and income and can provide a full array of services to his clients.  Through periodic portfolio reviews with you, he can help you stay on top of your investments.

Bob earned his Bachelor of Science in Business Administration in Finance from the University of Florida in 1982.

Bob and his wife, Linda, have lived in Martin County for nearly 35 years, raising two children, Crystal and Nicholas. He is an avid golfer and boater. Away from the office, Bob is active with numerous charitable and civic organizations, such as;

• Past Board Member of the Kiwanis Club of Stuart
• Past Board Member of the 4C’s – Caring Children Clothing Children
• Past Board Member of the YMCA of Martin County
• Past Board Member of Helping People Succeed
• Past president (three-time) of his Homeowners Association

About Me

Gabriela “Gabby” Alfano, Client Service Associate, began her financial services industry career in 1996. Throughout the course of her career, Gabby has worked in many different capacities, including: Administrative Assistant, Branch Systems Administrator, Compliance Coordinator, and Operations Supervisor. These many functions have provided her with the experience and knowledge to best serve our clients with efficient and exceptional service.

Gabby and her husband, Richard, reside in Port St. Lucie. They are both ordained ministers with their church, regularly visit local prisons to counsel inmates, and make an annual mission trip to the Caribbean to help the needy.