Robert P. Vona, AIF®

Robert P. Vona, AIF®

Financial Representative

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Phone: 781.446.5019

Clients choose to work with Bob Vona for his leadership, creativity and sense of balance. What this means is that Bob shares a process that helps reduce complex problems into simple strategies that are customized for your own circumstances. The benefit to you is the clarity, confidence and capability you will feel in your financial security and in helping protect what matters to you most.

Bob began his financial services career in 1989 after receiving his Bachelor of Science degree in Management from Bentley University. He served as a financial representative and sales manager with New York Life Insurance Company, and then held roles at AIG as an agency manager and served as a Senior Vice President for Bank of America, CNA-Viaticus and Citi/Smith Barney before starting his own practice in 2009 through 2013.

Bob is a board member of “Brain Balancing of Greater Boston”, an organization dedicated to improving technology that will change how head injuries, PTSD, ADD and more are treated.

Bob resides in Newton, Massachusetts.