I am a U.S. Marine Corps veteran and longtime Clearwater resident involved in several local civic organizations: Rotary Club, Pinellas Education Foundation, NAMI, the Alzheimer's Association and Southeastern Guide Dogs, among others.
Having grown up working in my family's business and later becoming a business owner myself, I approach serving my clients through the lens of a small business owner, understanding what's most important to them and the sacrifices they make.
Navigating the ever-changing tax code can be complex. I work with clients' tax professionals to help ensure they are properly prepared.
My purpose is to leave a professional legacy of helping families reach their financial goals, whatever they may be. I am thankful to have spent nearly two decades partnering with individuals and business owners to build their wealth, protect their wealth and efficiently pass wealth onto future generations. I look forward to many more years of doing the same.
To my assistant, Eryn, and I, our clients are like family – we truly enjoy celebrating their milestones and successes with them.
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- LGBT Finances
- Entrepreneurs & Business Owners
My Personal Interests
- History and Museums
- Spending Time with Family
- Outdoor Enthusiast
Office Address1465 S Fort Harrison Ave
Clearwater, FL 33756
Phone NumberBob Coston at (727) 461-7769
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