60Joined 2 months ago from Palm Beach, Florida
Robert DeBlasio began his professional path with a unique start in the entertainment industry. His first television appearance came in 1996 in an episode of Law & Order, where he played the role of Saleri. That debut showcased his natural talent and presence, leading to several national commercials that made him recognizable to audiences across the nation. He also performed on stage in the Broadway production Over the River and Through the Woods by Joe DiPietro. These early years in both television and theater laid the foundation for his development in communication, confidence, and discipline. Those same skills became vital when he transitioned into a completely different field—finance.
His transition from entertainment to finance stemmed from a genuine interest in helping people secure their financial futures. His first position in this new field was at David Lerner Associates, where he specialized in fixed-income investments for individuals nearing or in retirement. He later became a Senior Vice President at Morgan Stanley and continues to serve in that capacity at Wells Fargo Advisors. His work centers on clear communication, simple explanations, and long-term planning. He focuses on capital preservation, retirement planning, and realistic goal setting. His approach to finance is practical and client-centered, emphasizing steady results rather than short-term gains.
He believes in breaking complex financial strategies into manageable steps. Each plan begins with understanding income needs, identifying reliable sources, reducing unnecessary risks, and setting systems to track progress. This approach helps clients feel more secure about their financial future and reduces the anxiety that often accompanies financial planning.
Alongside his financial career, he has built and operated several small businesses. Two of these were based in Manhattan and three were in Florida. Each company provided valuable lessons in cash flow management, customer service, staffing, and local marketing. These experiences strengthened his ability to guide business owners with practical advice rooted in real-world experience.
His achievements have earned recognition over time. In 2025, he was featured in Forbes magazine, highlighting his professional accomplishments and commitment to helping others. Family remains central in his life. 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, and their son, nearing 13, brings energy and curiosity to their home.
His commitment to community work is long-standing. For 30 years, his family has supported multiple sclerosis causes, inspired by his mother, who lived with the condition until her passing in June 2025. This experience continues to shape his perspective on service, emphasizing practical support and thoughtful planning to help others navigate life’s challenges.
He also mentors younger advisors and works closely with local business organizations. His training sessions emphasize communication, portfolio review, and basic business finance for small-firm owners. Colleagues know him for being patient, direct, and dependable. Outside of work, he enjoys skiing, traveling, fitness, and spending time with his family. He often spends his free moments tending fish tanks or experimenting with the grill.
Robert DeBlasio defines success through stability and trust. He values helping families achieve peace of mind and guiding businesses toward consistent performance. Living in Boca Raton, Florida, he remains active in professional organizations and continues to mentor young professionals and entrepreneurs seeking sound financial guidance grounded in experience and integrity.
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