Rob Paone

Rob Paone, an Associate Advisor at Shepherd Financial Partners, helps craft comprehensive financial plans and assists with investment management and advisory services. Rob joined Shepherd Financial Partners as a Client Relationship Manager, maintaining accounts and providing exceptional service to our clients. Understanding the importance of this work and leveraging his genuine, personalized approach, Rob transitioned to an Associate Advisor, where he strives to make a positive impact on clients’ financial and personal lives. 

Rob entered the industry with a desire to help individuals manage their finances and understand the importance of having a well-structured plan in order to provide with comfort and confidence. Prior to joining Shepherd Financial Partners, he gained experience as an audit assistant at Salem Five Bank and as a client account manager at Brown Brothers Harriman within the Global ETF Services team.

Rob has a degree in finance from Endicott College and he holds his General Securities Representative (Series 7) registration with LPL Financial and Uniform Investment Advisor Law (Series 66) registration with Shepherd Financial Partners.

Outside of work, Rob is an avid Boston sports fan and enjoys playing golf, traveling, and spending time with his wife, family, and friends.