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Foundation Endowment Summit

Mar 23, 2021 04:00 PM in Eastern Time (US and Canada)

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Rob Abel
Financial Advisor @MountainOne Bank
Rob joined MountainOne Investments in 2001 and has over 17 years’ experience as a financial services professional. He is a graduate of Williams College and after an nine-year career as a professional hockey player and college coach, he secured his FINRA Series 7, 24, 63 and 66 registrations. As a Principal at MountainOne Investments, Rob provides comprehensive investment, financial planning, and life insurance services to individuals and organizations. He specializes in retirement plan advising and advisory-based asset management. He is registered as an Investment Adviser Representative of Commonwealth Financial Network®. Additionally, Rob is life, health, and disability insurance licensed in Massachusetts. He serves as a board member and officer for several not-for-profit organizations in Berkshire County. He resides in Williamstown with his wife, Christy, and their three children.