Bob Matala
As the assistant division director of the Southeast division of Raymond James, Bob serves advisors throughout Tennessee, North and South Carolina, and Puerto Rico.
Bob started his career in financial services over 20 years ago with Franklin Templeton. He has since held a number of regional roles – including regional director with Russell Investments and regional wealth consultant with Prudential Investments – where he offered insightful, actionable guidance on practice management, portfolio construction, public speaking and sales training.
Before joining Raymond James in 2020, Bob was a senior regional consultant at Symmetry Partners, helping advisors optimize their businesses while cultivating stronger client relationships. He also served as vice president with Envestnet. In addition to his hands-on industry experience, Bob is a Certified Investment Management AnalystSM and holds a Bachelor of Science in finance and business management from the University of South Florida.
Bob makes his home in St. Petersburg and enjoys spending time on the water with his family.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.