Robert DeBlasio

Robert DeBlasio began his professional journey with a firsthand view of the entertainment industry. His television debut came in 1996 with an appearance on Law & Order, where he played the role of Saleri. That early exposure highlighted his natural ease in front of the camera and led to several national commercial roles, giving him visibility across the country. He also gained valuable experience on stage, starring in the Broadway production "Over the River and Through the Woods" by Joe DiPietro. The discipline and confidence gained from his acting and stage performances later became essential qualities that shaped his success in the financial world. After achieving recognition in entertainment, he shifted his focus to finance, driven by a desire to help others achieve financial security. His first role in the industry was at David Lerner Associates, where he specialized in fixed-income investments for clients nearing or in retirement. That experience helped him develop a reputation for clear communication and trustworthiness. Over time, he advanced to the position of Senior Vice President at Morgan Stanley and later held the same title at Wells Fargo Advisors. His approach to financial advising is based on listening carefully, explaining clearly, and planning for the long term. He assists clients with capital preservation, retirement planning, and achieving measurable progress toward their financial goals. His business philosophy emphasizes practical results. He analyzes each financial plan one logical step at a time, identifying reliable income sources, reducing unnecessary risk, and setting systems to track performance. This step-by-step approach has helped many clients feel more confident about their financial future and less anxious about their finances. Beyond his advisory role, he has owned and operated several small businesses—two in Manhattan and three in Florida. Managing these ventures taught him lessons in customer service, cash flow management, staffing, and marketing. These experiences strengthened his ability to guide business owners through the challenges of finance and operations with practical advice rooted in firsthand knowledge. His dedication has also been recognized professionally. In 2025, he was featured in Forbes magazine, honoring his performance and service. At home, family remains his anchor. He and his wife, Patty, have been married for over 20 years and have two children. Their daughter is a world-class Olympic Taekwondo athlete, while their son, soon to turn 13, adds liveliness and curiosity to family life. His personal values are reflected in his long-standing involvement with multiple sclerosis causes, inspired by his late mother, who lived with the condition for much of her life. This commitment to community support continues to guide his charitable work and his approach to helping others navigate health and financial challenges. He also mentors younger advisors and contributes to local business organizations by leading sessions on communication, portfolio management, and business finance. Known for being patient and dependable, he focuses on giving people the tools to take real, immediate steps toward improvement. Outside of work, he enjoys skiing, traveling, fitness, and moments of creativity at home, whether tending fish tanks or cooking on the grill. His approach with clients remains straightforward and practical. He defines what success looks like, develops clear financial steps, and regularly reviews progress to ensure it is achieved. For business owners, he aligns financial plans with both personal and professional goals. His measure of success is simple: families with confidence in their future and businesses that run smoothly without constant stress. Robert DeBlasio continues to bring together his experience in performance, business, and finance to serve clients with clarity and consistency. Living in Boca Raton, Florida, he remains active in professional circles and the local business community, guiding others with the same patience, insight, and practical wisdom that have defined his career.