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
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
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3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now