To Serve Your Individual Needs

Prior to founding Axiom Capital Wealth Management, Bob was a co-founder of Boston Capital Wealth Management. As a seasoned advisory professional, Bob provides customized and integrated asset management strategies for entrepreneurs, business owners, individuals and families. Since joining the financial services industry in 1993, Bob has developed a particular and differentiating experience in creating and implementing asset allocation models, which seek to preserve wealth and mitigate risk during excessively volatile and unstable global markets.

Through rigorous and disciplined financial forensics – including exhaustive information gathering – Bob pays notable attention to the importance of preparation, client communication, and the acquisition of a meaningful understanding of each client's specific and very personal objectives for their wealth. His work includes pre-liquidity trust and estate planning strategies, tax mitigation strategies, investment policy management and the engagement of sophisticated hedging and monetization structures for concentrated equity positions. Bob and his team diligently strive to instill confidence, awareness and trust in every client relationship.

Prior to joining Steward Partners, Bob was a senior vice president and managing director at Raymond James for 10 years and a senior vice president and wealth advisor at Morgan Stanley for approximately 14 years. He earned a bachelor's degree from St. Lawrence University and graduated with academic distinction from Brooks School in North Andover, Massachusetts, where he was inducted into the Athletics Hall of Fame in 2014. Originally from Andover, Massachusetts, Bob currently lives in Duxbury and enjoys spending time on the water of the bay with his three children and grandson.

Ryan is a 2006 graduate of the University of Massachusetts Amherst, where he earned his bachelor’s degree in economics. With a lifelong interest in finance, mathematics, and helping people, Ryan began his career in the financial services industry shortly after graduation, joining UBS in an operations role.

Before joining Steward Partners in 2026, Ryan spent more than 15 years with Raymond James, where he held a variety of leadership and management positions. He most recently served as branch manager of the Worcester, Massachusetts office before transitioning in November 2022 to become a financial advisor in Springfield, Massachusetts. His extensive leadership experience and client-focused approach continue to shape the personalized guidance he provides today.

As a financial advisor, Ryan is committed to earning the trust of each client by helping guide them through important and often complex financial decisions. He works with clients to identify their goals, develop thoughtful strategies, and stay focused on what matters most to them. Drawing on his broad industry experience, leadership background, and knowledge of financial rules and regulations, Ryan is well-positioned to help clients pursue their financial objectives with confidence.

Ryan lives in Wilbraham, Massachusetts, with his wife, Kelly, and their three daughters, Nadia, Rylie, and Tegan. Outside of work, he enjoys spending time with his family, traveling, and exploring new places.

Caroline graduated from St. Lawrence University in 2016 with a bachelor’s degree in communications and began her career in public relations before transitioning into marketing. Over the past ten years, she has built expertise in brand strategy, corporate communications, and audience engagement. Most recently, Caroline worked for a real estate investment and management firm in the Twin Cities, where she led initiatives focused on strategic messaging, client experience, and social media enhancement.

Caroline currently resides in Minneapolis, Minnesota, with her wife, Margo, and their son, George. Outside of work, she enjoys spending time with family, cooking, and traveling to new places.