Bobby Rosenberg has 14 years of experience as a financial advisor.
As a Financial Advisor with Summit Financial Group, Bobby holds his Series 7, 66, and 24 securities registrations (registered in 31 states) and holds his insurance licenses in FL, IL, MI, and NJ. In 2018, Bobby was awarded Summit’s coveted Ascent Apex award; in addition, he is a two-time member of their President’s Club, and a four-time member of their Chairmen’s club. He is also a five-time member of Fidelity’s distinguished Advisor Council (2014-2018). Bobby also serves on the Financial Services Institute Advisor Council and Cetera's Advisor Engagement Council. Along with working with individuals on their financial plans and portfolios, Bobby also works with numerous corporations and their employees on their retirement plans.
A native of Sarasota, Bobby attended Cardinal Mooney High School where he was a member of the National Honor Society and captain of the CMHS football team. He attended St. Johns University on an athletic scholarship where he was named to the dean's list in each of the semesters spent at St. Johns University and graduated Cum Laude in 2004 with a degree in finance. In 2002, Bobby was named to the I-AA All American Team as well as the I-AA All American Academic Team. He also set numerous school and national records. For his accomplishments Bobby was awarded the distinguished Bob Shepard award for MVP at St. Johns.
Bobby is married to his wife Kelly of thirteen years and they have a beautiful 9 year old daughter and a handsome 4 year old son. In his spare time Bobby enjoys spending time with his family, watching and playing all sports, and anything on the water especially fishing.
Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations.
Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Award Methodology/Criteria:
President's Club - based on GDC of $350,000 or more produced within a calendar year
Chariman's Club- based on GDC of $600,000 or more produced within a calendar year
Ascent Award- advisors that grow their business 20% year over year
Apex Award- the Ascent Advisor with the top growth percentage
Fidelity's distinguished advisor council- investment professionals who achieve $1 million in net sales during the calendar year may qualify for membership in the Fidelity Advisor council. Partnerships achieve $2 million in net sales or teams of investment professionals that average in $1 million in net sales per team member during the calendar year may also qualify. Advisor council members must maintain $1 million in net sales each year to requalify for membership and remain eligble for program benefits.