Rob Setzer Location

Flemington, NJ, US

Rob Setzer Work

  • 2018 - 2019 Financial Advisor @ Allied Wealth Partners
  • 2017 - 2018 Financial Advisor @ Merrill Lynch Wealth Management, Bank of America Corporation
  • 2016 - 2017 401(k) Internal Wholesaler District Manager @ ADP Retirement Services
  • 2013 - 2016 Senior Financial Services Representative @ TD Bank
  • 2011 - 2012 Licensed Sales Producer @ McConnell and Associates Allstate Insurance Agency
  • 2005 - 2008 Sales Representative @ Liberty Mutual Group

Rob Setzer Education

  • Rutgers University

    Bachelor's Degree (Sports Management)

    2000 - 2002
  • Moravian College

    1998 - 2000

Rob Setzer Skills

  • Client Relationships
  • College Education Planning
  • High Net Worth Portfolio Management
  • High Net-Worth Wealth Planning
  • Customized Wealth Strategies
  • Business Retirement Plans
  • Business Financial Strategies
  • Family Wealth Management Strategies
  • Family Wealth Transfer
  • Baseball

Rob Setzer Summary

Rob Setzer, based in Flemington, NJ, US, is currently a Employee Benefits Consultant at JS Benefits Group. Rob Setzer brings experience from previous roles at ADP, RetireOne, Allied Wealth Partners and Merrill Lynch Wealth Management, Bank of America Corporation. Rob Setzer holds a 2000 - 2002 Bachelor's Degree in Sports Management @ Rutgers University. With a robust skill set that includes Client Relationships, College Education Planning, High Net Worth Portfolio Management, High Net-Worth Wealth Planning, Customized Wealth Strategies and more. Rob Setzer has 2 emails and 1 mobile phone numbers on RocketReach.
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