“People do business with people they know and trust, or who are referred to them by people they know and trust.” Truer words cannot be said and were taught to Robert at a young age by his father and life-long mentor, Bob Coode. With over 20 years of experience in the business, Robert lives these words every day through the trusted business relationships and friendships he and his team have helped nurture.
Robert is proud to be a leader in the local community. In 2007, he graduated from the Leadership Lake County Program and in 2012 from the Skoda Minotti/Growth Partnership Leadership Program. Additionally, Robert serves on the Lake Health Foundation Board of Trustees.
Robert is a graduate of Mentor High School and The University of Dayton. While at Dayton, he played football and in his senior year was honored by being elected team captain. Robert has also received his Executive Certificate in Financial Planning from John Carroll University.
From a business perspective, Robert’s philosophy is to proactively serve diverse groups of families and businesses with complex financial needs by offering rigorous, disciplined approaches in order to deliver a higher level of predictability.
Utilizing this philosophy, his team has been tremendously successful assisting people going through life-changing events such as the sale of a business, changing jobs, marriage, divorce, having children or, in unfortunate circumstances, the loss of a loved one.
Regardless of your investment experience or level of wealth, his goal is to help you understand your current financial situation and develop a solid plan that leads you to achieving your ultimate financial objectives.
He can be contacted at 440-449-6800, firstname.lastname@example.org or using the form below.
Robert may only discuss and/or transact securities business with the residents of AK, AL, AZ, CA, CO, FL, GA, ID, IL, KS, KY, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI, and WV.
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Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Skoda Minotti Financial Services is Independent of ProEquities, Inc.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.