Bob Ferris
Bob brings more than 15 years of experience in accounting and tax-related matters, along with more than 10 years of experience as a licensed investment adviser. He joined Tota Vita Financial Associates in late 2019 as a Financial Planner and Investment Analyst. In this role, Bob works closely with clients to develop and implement their Unified Plans. He also collaborates with Darren to research investment strategies and develop customized portfolio models designed to support the firm’s approach to managing client portfolios.
Outside of work, Bob enjoys traveling with his family, going to youth basketball games, getting out on the golf course, and playing on his seasonal softball team.