Bob Roark is CEO and co-founder of RS Asset Management, LLC. Born in Naples, Italy on a US Naval Base, Bob subsequently grew up in multiple locations in the southeast. Integrity, responsibility and hard work were the core values instilled by his mother and Navy Chief Petty Officer father. Hunting, fishing and water
sports were the chief pursuits where the love of the outdoors and sense of capability were explored. Bob graduated from Middle Tennessee State University and was subsequently commissioned in the US Army as a Second Lieutenant. Stationed at Ft Carson in Colorado Springs after Intelligence and Airborne School were completed; leadership, responsibility and accountability were honed.
As a 27-year veteran of the financial services industry, Bob has held positions with prominent Wall Street firms including Merrill Lynch as well as Morgan Stanley. As a top financial advisor in Colorado Springs at both previous firms, a deliberate decision was made to better serve the client interests by establishing RS Asset Management. Bob serves clients throughout much of the United States in the areas of portfolio management, retirement planning and estate planning. Bob is committed to understanding the client’s needs, risk tolerances and pursuing an appropriate, rules- based investment discipline based upon the client’s objectives. Bob also works with business owners from agriculture, transportation, energy and retail in pre- and post- business sale strategies to preserve and protect their family legacy. Bob maintains a farm in Middle Tennessee where the values instilled while young a man, was shared with his wife of 30 years and his two children.
Bob is a fierce advocate for the best interest of his clients in helping them accumulate, manage and pass their family legacy on to the next generation or charity. Bob has been a resident of Colorado Springs for 37 years.
Contact Bob at: [email protected]