Our Leaders

Robert Raimondo

Insurance Expert


Bob leads the Advanced Planning & Insurance Divisions. He is responsible for business and advisor growth and development, interdisciplinary coordination between company business units and further fostering its collaborative culture.


He received his legal education at Boston College Law School (JD) and undergraduate degree from Fairfield University (BA). He has worked at some of the world’s largest law firms (Skadden Arps;  Phillips Nizer) and companies (Philip Morris;  Kraft Foods) on large scale litigation and trademark infringement as well as serving as counsel to high net worth individuals on matters related to private investments and estate planning.Currently, Robert lives in Ahwatukee, a suburb of  Phoenix, AZ  where he is actively involved in the community as a volunteer for local organizations, including the East Valley Estate Planning Council; the Ahwatukee Chamber of Commerce  and as President of the Board of Directors for Keystone Montessori.