Robert Rosenbloom

Robert Rosenbloom is the Senior Vice President–Investments and Branch Manager at Benjamin F. Edwards & Co. in the Portland (Beaverton), OR office, where he leverages nearly six decades of experience to advise high-net-worth clients and oversee branch operations. In his current leadership role, he focuses on portfolio construction, asset allocation, retirement income strategies, education planning, and comprehensive wealth management for individuals, families, and business owners.

Throughout his distinguished career, Mr. Rosenbloom has held senior investment management roles at major firms, including serving as First Vice President–Investments at Wells Fargo Advisors and Vice President–Investments at A.G. Edwards & Sons, Inc., before joining Benjamin F. Edwards & Co. in 2014. He has developed deep expertise in fixed income, equities, retirement planning, estate strategies, and insurance solutions, serving a broad client base across generations.

Mr. Rosenbloom holds a BA from Catawba College and is recognized for his client-centered approach, integrity, and personalized financial planning. His enduring contributions to the investment sector include mentoring advisors and providing comprehensive planning strategies that align with clients’ complex financial needs, especially in the areas of retirement and legacy planning.