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Summer 2022: Special Edition!

In this special issue of The Advisor, we look at how the industry evolved over the past five decades in parallel to Bob’s journey from a sole practitioner to building and leading a highly successful investment and financial planning firm – which now employs 44 professionals, serves over 2,000 clients and has over $2 billion under management and advisement

In this issue you will find the following content:

Summer Magazine Cover

– The Inspirational Leadership of Bob Fragasso
– Portfolio and Investment Management Evolution
– Bob’s Fragasso’s 50-Year Career Timeline
– From Notecards to the Cloud, The Technology Evolution of Fragasso