Robert Torcivia has been with Moors & Cabot since March of 2015 after spending 40+ years as a financial advisor. A veteran of the industry, Robert most recently spent time with Ameriprise and Wells Fargo as an FA and Branch Manager. While at Ameriprise, Robert was a three-time recipient of the Financial Circle of Success Award.
Robert is passionate about working with clients to help them meet their financial needs and plan for the future. Specializing in wealth management and financial planning, Robert focuses on investments, retirement planning strategies, retirement income strategies and wealth preservation strategies.
An alum of Rutgers University where he received a BA in Business Administration, he holds his Series 7, 8 & 24 licenses and completed the CFP Professional Education Curriculum in 2003. He’s also been an active member in his community, formerly serving as a Trustee of the West Valley Art Museum and as Treasurer of the Glendale Chamber of Commerce.
Robert and his wife Sharon are parents to Josh & Justin- both whom served our country as members of the military (USAF and USMC) with multiple deployments to Iraq & Afghanistan. They are also grandparents to 5.
Check the background of this investment professional on FINRA’s BrokerCheck