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Robert Belcastro

Retired at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Janney Montgomery Scott LLC</span>
Intro Book
Robert Belcastro, a seasoned financial expert with 25+ years of experience, holds a Master's degree in Education and a Bachelor's in Biology, and is fluent in multiple languages, with expertise in retirement planning, wealth management, and municipal bonds.
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Location
Naples, Florida, United States, US
Skills
  • Retirement Planning
  • Florida Domicile
  • Social Security Optimization
  • Financial Planning
  • 401k Rollovers
  • Show all
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Bio

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Robert Belcastro is a seasoned financial expert with a distinguished career spanning over three decades. As a retired First Vice President at RBC Wealth Management, he successfully grew the brand name in the Naples, Florida community, while also managing a branch at William R Hough Co and Raymond James Financial, Inc. Belcastro's expertise encompasses comprehensive financial planning, including retirement planning, social security optimization, and wealth management. He holds a Master of Arts degree from West Virginia University and a Bachelor of Applied Science in Biology from the same institution.

Experience

  • Janney Montgomery Scott LLC
    • Naples, Florida Area
    • Retired
      • May 2015 - Feb 2018
      • Naples, Florida Area

      Retired

  • RBC Wealth Management
    • Naples, Florida Area
    • First Vice President
      • Feb 2004 - May 2015
      • Naples, Florida Area

      recruitment, compliance, growing the brand name in the community

  • William R Hough Co
    • Naples, Florida Area
    • Branch Manager
      • Jan 2002 - Feb 2004
      • Naples, Florida Area

      Responsibilities included management of the office, recruiting brokers, and making sure the office stayed in compliance

  • Raymond James Financial, Inc.
    • Naples, Florida Area
    • Branch Manager
      • Jun 1991 - Jan 2002
      • Naples, Florida Area
  • Shearson Lehman Hutton
    • Naples, Florida Area
    • Financial Advisor
      • Apr 1988 - Jun 1991
      • Naples, Florida Area
  • Shearson Lehman American Express
    • Charleston, West Virginia Area
    • Financial Advisor
      • Mar 1982 - Apr 1988
      • Charleston, West Virginia Area

      building my account base through advertising, teaching, and referrals

  • Wheat First Securities Inc
    • Charleston, West Virginia Area
    • Financial Advisor
      • Nov 1980 - Mar 1982
      • Charleston, West Virginia Area

      Increasing assets under management, growing my business with qualified investors

Education

  • 1970 - 1972
    West Virginia University
  • 1966 - 1972
    West Virginia University

Suggested Services

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Industry Focus. “Banking and Financial Services”

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