Our Financial Professionals
*Robert E. Grace
JD, CLU, ChFC, CFEd®, RFC
Master Elite IRA Advisor ®
President and Founder
Mr. Grace has over forty years of experience providing estate, retirement and tax planning for individuals and companies. With specialized training by nationally acclaimed financial expert, Ed Slott, CPA, Bob is a also Master Elite IRA Advisory®.
As the practice has expanded, Bob has made sure that Grace Advisory Group remains committed to helping individuals establish sophisticated, yet easy to understand, solutions for protecting and preserving wealth while minimizing tax exposure. Bob’s training and experience place him among our country’s leading retirement planning experts. Bob worked as a financial planner for a number of years before pursuing a law degree. As a practicing estate planning attorney in the State of Ohio, he specialized in family wealth transfer and tax planning. He expanded upon his experience working with brokers’ clients in two of the nation’s major national financial corporations.
Again in 2012, Gulfshore Life recognized Bob as a “FIVE STAR Wealth Manager: Best in Client Satisfaction SM.” The distinction is only awarded to wealth managers who have scored highest in client-based research conducted by a national, independent research company under the direction of Crescendo Business Services. A maximum of seven percent of financial professionals in any market area receive this prestigious award. Financial professionals are not able to “buy” their way onto the list, and the distinction is not based on sales volume but on how consumers have evaluated their experience in working with that individual. Fort Myers News-Press readers named Grace Advisory Group “Best Income & Retirement Planners,” each year since 2008.
Each Saturday and Sunday, Bob hosts his hour-long radio show, “Retire with Grace”. The program reaches much of Florida, as it airs on radio stations from Marco Island to Orlando/Winter Park.
Bob and his wife Rose enjoy an active Florida lifestyle as year-round Fort Myers residents. They spend quality time golfing and yachting. Bob is an active member of the Gulf Harbour Yacht and Country Club.
*Investment Advisory Services offered through Grace Capital Management Group, LLC, a Registered Investment Advisor.
Toll Free: 866-481-5550
Fax: (239) 481-5545