Robert Monahan
Owner/ CEO
Bob is a Financial professional and is the founder and CEO of Elevation Wealth Partners LLC. After spending almost 25 years working at Morgan Stanley and Merrill and gaining valuable Wall Street experience, he decided to truly serve as a client advocate.
He holds the designation Certified Financial Planner ™ which means that Bob has proven the depth of his financial knowledge while maintaining the highest of professional standards.
Bob also enjoys spending time travelling and playing golf with his two sons, Daniel and Jack. He also enjoys continuing his training as a Private Pilot and elevating into the bright blue sky.