ROBERT J. GLOVSKY, JD, LLM, CFP

Bob is the President of Mintz Levin Financial Advisors, LLC, which was founded in October 1998 to provide wealth management and investment advisory services to individuals and families. Mintz Levin Financial Advisors counsels clients on asset allocation and investment strategies and offers comprehensive, customized investment advisory and financial planning services. In 2004, 2005, 2006, 2007, 2008, 2009, and 2010 Wealth Manager magazine chose Mintz Levin Financial Advisors as one of the nation's top wealth management firms.

As a practicing financial planner with more than 30 years of experience, Bob has broad-based experience in financial planning, individual tax planning, and money management, with a particular focus on asset allocation and investment strategies. He has lectured and taught lawyers, accountants, and educators, and has spoken extensively throughout the country on financial planning topics. Bob has also helped in the development of a financial planning software product.

He is the director emeritus of Boston University's Financial Planning Program, the largest CFP Board?registered program in New England and one of the largest in the country. Bob served as 2010 Chair of the Board of Directors of the Certified Financial Planner Board of Standards. He has also served as chair of the Board of Examiners of the Certified Financial Planner Board of Standards, which sets standards for professionals worldwide. Bob currently serves on the Board of Trustees of the B' Nai B'rith Sports Lodge. He is a member of the Fidelity Institutional Wealth Services Advisor Council, and a former member of the Fidelity Research Institute's Advisory Council. Some of his other past service includes serving as president of the Dartmouth College Alumni Association of Eastern Massachusetts and trustee of the Darrow School.

In April 2002, Bob was awarded the highest honor bestowed by the Boston University School of Law, the Silver Shingle for Distinguished Service to the School of Law. Bob, along with his two brothers, received the prestigious Community Service Award from the American Jewish Committee (October 2002). In March 2010, Bob was honored by Boston University for his service, and the Robert J. Glovsky Scholarship Fund was created to help fund the financial planning education for candidates choosing to assist the underserved population. Bob was honored by the Financial Planning Association (FPA) with a 2011 Heart of Financial Planning Award. The Heart of Financial Planning Award recognizes individuals who engage in extraordinary work, contributing and giving back to the financial planning community and public through financial planning.

For the February 2006 issue of Consumer Reports, Bob reviewed and evaluated 11 different retirement planning options. He was listed on the "Top Professional Advisors" list in the J. K. Lasser book, New Rules for Estate and Tax Planning. Bob was also listed in the Mutual Fund magazine's "Nation's Top 100 Financial Planners." Worth magazine has selected him as one of the "Best Financial Advisors in the Country" eight consecutive times. In 2011, Bob was chosen as one of the "Top 100 Independent Financial Advisors" by Barron's for the fifth consecutive year. He was included in Boston Magazine's list of "Five Star Wealth Managers" in 2010 and 2011. In addition, he has twice appeared on the cover of Financial Planning magazine.

He is widely renowned for his financial knowledge and has hosted The Bob Glovsky Show, airing five days a week on Business Radio. His views were also showcased for over eight years when he served as co-host of The Money Experts on Boston radio, and of The Financial Planners on cable television stations. Bob has also appeared on CNBC, as well as on Boston channels 2, 4, 5, and 7, and on New England Cable News. His financial knowledge is widely recognized in the print media. Bob has been a professional advisor to the Boston Herald's Money Manager column, and a contributor to the Boston Business Journal and Massachusetts Lawyers Weekly. He is regularly quoted in publications, including the New York Times, the Wall Street Journal, Barron's, Business Week, the Washington Post, the Boston Globe, and the Boston Herald.

Bob received his AB from Dartmouth College and both his JD and LLM in Taxation from Boston University School of Law. He is a CERTIFIED FINANCIAL PLANNER^TM practitioner, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).

* To read the "Disclosure Regarding Recognition Given To Mintz Levin Financial Advisors, LLC Advisory Personnel," please click here.

CFP and CERTIFIED FINANCIAL PLANNER^TM marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Contact
rglovsky@mlfallc.com