BOB WHITE, CFP^®, ChFC^®, CRPS^®, CLU^®, AIF^®

Bob White is a Managing Director and Partner with Morse, Towey, White & Hoffman at Hightower. He leads the firm’s financial planning division, manages the firm’s discretionary mutual fund portfolio and oversees 529 and 401(k) plans, annuities, life insurance policies and several of the firm’s day-to-day operational activities.

Upon graduating magna cum laude from the University of Delaware with a degree in finance, Bob set the goal of landing a coveted entry-level position at a Wall Street firm. His talent caught the eye of Andy Morse, who in 2002 hired Bob into the Morse Group at UBS, predecessor to the Morse, Towey, White & Hoffman team at Hightower.

Bob quickly established a niche in the area of financial planning that naturally reflects his passion for helping clients establish a plan for the future. He became a CERTIFIED FINANCIAL PLANNER^® in 2007 and has also earned the designations of ChFC^® (Chartered Financial Consultant^®, The American College), CRPS^® (Chartered Retirement Plans SpecialistSM, College of Financial Planning), CLU^® (Chartered Life Underwriter^®, The American College) and AIF^® (Accredited Investment Fiduciary^®, fi360). While at UBS, he earned the UBS Private Wealth Advisor title, a designation reserved for select financial advisors equipped to serve ultra-high-net-worth clientele. Bob was honored by Forbes (#35 of 500) in their 2017 list of “America’s Top Next Generation Wealth Advisors,” and was ranked #5 on Wall Street’s annual “Top 40 Under 40” advisor list in 2016. He was named “Best-in-State Wealth Advisors” from Forbes in 2023.

At Hightower, Bob works closely with clients to create and monitor comprehensive, multi-generational financial plans. He specializes in stock option exercise strategies for corporate executives.

In order to gain a holistic understanding of the needs and objectives of his clients, Bob develops in-depth relationships not only with his clients, but also with their families. He then leverages the strengths and specialties of each member of the team to establish customized plans crafted to address their unique goals.

Bob holds his FINRA Series 3, 7 and 66 licenses, as well as a life and health insurance license.