Our Team
Guiding You with Seamless Support
Your line of work is demanding and time-consuming, so we make working with us as seamless as possible. Need us to come to your site for a meeting? Done.
Prefer to drop by our office? We’ll set up a time that works for you. And when we meet, we value your time by focusing on the things that matter most in the planning process – the data that directly impacts results.
Robert L. Capone, Jr.
Wealth Manager
Robert began his investment industry career in 2010. He serves high-net-worth individuals and their families by developing and implementing customized wealth management plans designed to suit their changing needs. His commitment is to provide trusted guidance, outstanding service, and simplified, objective education to all of his clients and their families.
Prior to joining his father as a financial advisor at Stifel, Robert worked as a construction manager for 14 years. He earned a B.S. in Civil Engineering from Worcester Polytechnic Institute and holds Series 7 and 66 securities licenses and life, health, and variable insurance licenses (including annuities).
When not in the office, Robert enjoys being on the ocean cruising or searching for fish. He also enjoys playing golf with family and friends.
Colin Cross
Administrative Assistant
Colin is new to the financial services industry and will be available to assist clients with day-to-day needs. He currently resides in Nashville with his wife, Maggie, and their son Hudson. Before moving to Tennessee, Colin graduated from Westminster School in Connecticut where he lettered in soccer, hockey, and baseball. He continued his hockey career with the Dells Ducks in Wisconsin, winning a league championship and earning two National Tournament appearances in 3 seasons.
Since 2016, Colin has lived in music city pursuing a career as a singer-songwriter. When he’s not playing shows or in the writing room, he enjoys playing golf, watching hockey, and traveling back to New England to spend time with family.
