The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.
But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.
Robert Stella, CFP®
Wealth Advisor
Rob is a Wealth Advisor and Certified Financial Planner™ professional who spends his time counseling clients in all areas of comprehensive financial planning. Technologically savvy and entrepreneurial in spirit, Rob is dedicated to finding creative solutions for his clients as he works closely with high-net-worth individuals and families as well as busy corporate executives. Rob’s number one goal is to help simplify their financial lives so that they may focus their attention on family, friends, and business.
Before joining The Colony Group, Rob was a Client Relationship and Marketing Manager for Stoddard Financial. Prior to that he spent time at State Street Corporation as a member of their Defined Contribution team and Putnam Investments with their Investor Services division.
As a lifelong resident of Massachusetts, Rob graduated from Dover-Sherborn Regional High School and earned a Bachelor of Science in Finance from Merrimack College in North Andover. During his time at Merrimack he also co-founded their ACHA Club Ice Hockey Team.
Rob’s personal time is spent primarily with his wife and dog. Together they love taking advantage of all the outdoor activities that New England has to offer. When time permits, Rob enjoys playing hockey, golfing, skiing and snowboarding with family and friends.