Bobby McCloskey

In his Paraplanner role, Bobby supports individuals, families, and business owners by assisting with insurance and financial protection discussions. Working alongside an experienced team of financial professionals, he helps facilitate the planning process and provides support throughout the client experience.

Bobby holds a bachelor’s degree in finance from Lake Forest College. He has (~9 Months) of experience in the financial planning industry.

Bobby lives in Marblehead, MA. He enjoys boating, skiing, travelling, and playing hockey and golf.

*Licensed to administer life and health insurance in MA.