Bob Solano is a Managing Director, Wealth Manager at Steward Partners. He has over 25 years of experience providing comprehensive investment and financial planning strategies for select individuals, high net worth families and entrepreneurs. Bob services a diverse mix of clients from multiple regions across the globe. His focus is to advise clients with retirement, financial and estate planning strategies. The foundation for Bob’s investment portfolio strategy is based on asset allocation to help mitigate risk in tandem with fundamental and technical analysis. 
 
Bob earned his Bachelor’s degree from the University of South Florida, MBA from Boston University and JD from Suffolk University.  He holds the Series 7, 31, 63 and 65 securities licenses as well as Life and Health Insurance licenses.
 
Bob has resided in Andover, Massachusetts for the past 19 years with his family and enjoys golfing in his spare time.

Abbie Smith is a Senior Registered Client Service Administrative Manager and Vice President at Steward Partners. Her role is to create a positive client experience by helping clients with daily administrative support items as well as other relationship matters.
 

Abbie has 20 years of industry experience.  She began her career at Hambrecht and Quist before moving to Wachovia Securities in downtown Boston.  Abbie then joined UBS for 5 years before joining Morgan Stanley.
 

Abbie holds a BA degree in History & Sociology from Providence College.  Abbie resides in Hingham, MA and in her free time enjoys skiing, the outdoors, film, music and travel.