Rob Patti serves as the Managing Partner at Patti Wealth Management since March 2022, leading an independent investment practice that provides active management and advisory services across the United States. Prior to this role, Rob served as a Private Wealth Manager and Partner at Stratos Wealth Partners from December 2012, where the focus is on client-centered financial services. Rob's previous experience includes serving as Regional Vice President at Zacks Investment Management and Managing Partner/Sales Manager at SNP Financial Group. Additionally, Rob worked as a Certified Financial Planner at Morgan Stanley Dean Witter. Rob Patti holds a Bachelor of Science in Finance from Jacksonville State University, along with certifications as a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA) from Oglethorpe University and The Wharton School, respectively.
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