Dave Ramsey SmartVestor Pro

What a SmartVestor Pro is

Robert Wojcik is proud to participate in the SmartVestor program and has been loyally serving Dave’s listeners for the past five years. When you meet Robert, you won't be visiting with a sales person; but, you will be meeting with a trusted advisor who has “the heart of a teacher” and the education and experience to help you achieve your dreams.

Experience

Robert Wojcik has decades of experience in the financial services industry and has an extensive history in the "sell-side" of finance, helping top-tier global firms raise hundreds of millions of dollars in assets under management. As a product representative for the largest money managers, serving as a liaison to investment advisors, Robert has adopted a “teaching” approach to his management style.

  • W Wealth Advisors - Founder

  • Janus Capital Group - Regional Sales Director

  • Lightstone Securities - Vice-President

  • Putnam Investments / Allstate Distributors - Regional Sales Director

  • Dreyfus Corporation - Regional Sales Director

  • First Union National Bank - External Annuity Wholesaler

  • Riggs Bank of Washington DC - Investment Consultant

  • Central Fidelity Bank of Virginia - Investment Consultant

  • Coast Federal Bank of California - Investment Consultant

  • American Savings and Loan of California - Investment Consultant

Education

Roberts desire to teach his clients and make their experience education-based is evident in his philosophy that advisors should have the “heart of the teacher.” Roberts education is as follows:

  • Georgetown University - MA in International Political Economics

  • Johns Hopkins University - MS in International Business coursework

  • Purdue University - BA in Public Relations and Management