Education

Colgate University

Bachelor of Arts, Business Administration, 1983

University of Miami

Master of Business Administration, 1990

Robert Adam Kokol, CFP ®, AEP ®, MBA

Senior investment advisor

Robert, known as Bob, brings more than 35 years of experience in financial services. He has a solid background in commercial banking, trust, and investments. Bob held the Florida Supreme Court certification in mediation for family law, working numerous cases. He also had multiple designations in divorce, estate, and financial planning.

For the past decade, Bob has had extensive involvement in Florida divorce cases; however, since joining Atticus, Bob has decided to focus 100% of his time on asset management. He is no longer accepting new divorce cases.

Bob’s approach to asset management is a “plain vanilla” approach. He spends his time educating his clients so they are comfortable with his approach. Bob’s clients are oftentimes approaching or in retirement, so generation of monthly cash flow for living expenses is integral to the planning process.