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
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January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowFour beneficiaries of wealth
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December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowHow to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowYear-end recap: 5 forces beyond AI that moved markets
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