Each person has his or
her own financial investment questions and
goals.
Through an individualized approach and
understanding of these specific client
circumstances, a relationship is affirmed
between Bob and his clients.
Along with the support from
Summit Brokerage Services' experienced
professionals, Bob works closely with his
clients in managing their financial goals, by
assisting them with current strategies for
future goal attainment such as educational
expense and preparation for retirement.
Even though similar investments
are maintained through out our life-cycles,
varying composition of these same investments
may be utilized, differing of course, for
those accumulating now for their future and
for those experiencing "their
future" now.
The SELECTION PROCESS
of investments for each individual is
"custom fit" and monitored to the
changing circumstances of the investor.
ADDITIONALLY-
Bob works closely with his clients'
accountants and attorneys on their trusts,
wills, tax and estate planning, and estate
closings.
With our personalized and planned
approach of each client's individual
circumstances, risk and reward parameters are
monitored and managed reducing the typical
confusion and concern in today's financial
markets. The best risk management is to
minimize losses and maximize profits.
"I believe that 'added value' from the broker
to the client is a must- to this end my
clients receive superior service and timely
responsiveness to their individual investment
needs".-Bob Engel
REGISTERED
REPRESENTATIVE: Principal/Supervisory,
Financial
Advisor,
member President's Club Summit Brokerage
Services, Inc.,
President, Robert S Engel
Investments, LLC.
FORMERLY:
Vice President- Financial Advisor, member
President's Club, Advest, Inc.
Assistant Vice
President- Financial Consultant, member
Chairman's Club, Merrill Lynch
MANAGEMENT:
Director of Sales with a Washington, DC
regional brokerage firm.
EDUCATION:
University
of Maryland; Staunton Military Academy.
EXPERIENCE:
Over forty years investment experience
advising;
INDIVIDUALS and their
clubs, associations and not-for-profit
organizations.
CORPORATE
including: small
business owners, corporate finance and
underwritings.
PUBLICATIONS
including: Money Matters -a financial
column about "Information that
answers your everyday
financial questions" and over eighty
articles of pertinent investment related
questions and their possible solutions.
