Rob Mosesian Jr.Rob Mosesian Jr., CFP®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Rob
Rob Mosesian is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
As a principal of The Taylor Group, Rob works closely with affluent individuals, multi-generational families, executives and highly-compensated professionals to offer innovative financial strategies designed to grow and preserve their capital. His comprehensive style integrates both sides of the balance sheet to efficiently make the best use of the elements of wealth.
Rob understands that every phase of life presents unique financial challenges that require specialized strategies. He takes a planning approach to guide clients through these sophisticated transitions—peak earning years, retirement, generational transfer and more. Rob explains complex concepts in clear terms that are easily understood and prepares the next generation for the responsibilities ahead. He has a reputation for honesty and communicating hard truths that deliver a level of confidence and comfort.
Introduced to a finance career while in school, Rob entered the industry in 1998 as an intern to learn the brokerage side of the business.
More interested in the client-centric nature of private wealth management, he joined The Taylor Group at Smith Barney in 2005 and has developed a deep appreciation for the requirements and opportunities that often accompany the accumulation of assets. He finds it personally rewarding to serve as a wealth manager, helping clients fulfill their purpose and leave a lasting legacy.
Rob attended Boston College, where he earned a B.S. in Finance from the Carroll School of Management. He holds the CERTIFIED FINANCIAL PLANNER® designation, which enables him to formulate customized strategies for short-, mid- and long-term objectives.
A true family man, Rob lives in Duxbury with his wife and three young children. He sits on the board of Duxbury Youth Baseball. Rob spends his free time shepherding his kids to their many activities. He enjoys skiing and spending time at the beach with his family.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now
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J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
Your house may be spying on you. Save yourself.
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Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now