Robert Martin has more than 35 years of investment and wealth management experience. He is a Certified Investment Management Analyst and a member of The Investment Management Consultants Association. He is registered with Financial Industry Regulatory Authority (FINRA) and has Massachusetts Life and Health Insurance licenses. Bob is also certified with The Corporation for Social Security Claiming Strategies.
Before joining The Cooperative Bank of Cape Cod he served the investment needs at Santander Bank serving clients on the Cape & Islands. He received his Bachelor of Science from University of Massachusetts, Amherst.
A resident of Harwich for more than 35 years, Bob lives with his wife and has two grown sons.
IMPORTANT: Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape Cod Financial Services is a trade name of The Cooperative Bank of Cape Cod. Osaic Institutions and the Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.