Robert Lepson - Adviser Investments

Robert Lepson

Vice President, Wealth Management

Bob brings more than 25 years of experience in the financial services industry to the clients he partners with. He joined Adviser Investments in 2017 upon the acquisition of Braver Wealth Management. Prior to joining Braver, he was vice president and regional planning consultant with Fidelity Investments, working closely with high-net-worth clients. He has extensive experience in retirement income planning, risk-controlled portfolio design and charitable giving strategies. In 2018, Bob was honored in Boston magazine as a Five Star Wealth Manager for the fourth time, and his expertise has featured in The Boston Globe and Financial Advisor magazine as well as on WSJ.com. Bob has also hosted an online finance forum on Boston.com. He earned a B.A. from Brandeis University and is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®) . He is a NAPFA-Registered Financial Advisor and is also a member of the Financial Planning Association. Bob has two adult children and resides in Brookline, MA with his wife Johanna.

Disclosure: Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted, although a firm may nominate up to 10% of its employees. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. For the full disclaimer please click here or for more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.

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