Robert works with Jeffrey West’s team focusing his time on the opening process and servicing of accounts, aiding Jeffrey with his preparation for client meetings, and the scheduling of Jeffrey’s activities. With Robert’s background in Personal and Institutional Trusts, he brings a wealth of knowledge as it relates to servicing high net worth clients. Robert’s career began at State Street in Trust Operations and quickly shifted to a client-facing role as a Trust Service Specialist. In this role, he continued to enhance his knowledge of the operational and personal aspects of the Wealth Manager’s role in the Trust Department.
He moved to Cape Cod Five Cents Bank’s Personal Trust Department as a Trust Associate where he worked to support all aspects of the client relationship.
Robert lives in Wrentham with his wife and son. He is an avid runner, enjoys watching the Patriots and Bruins games, and visits with his extended family.
Robert Wojcik, Jr provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Financial Compass Group, LLC is not owned or operated by Equitable Advisors or Equitable Network and is not a registered investment advisor.
Robert Wojcik offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.