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
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowJ.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowKevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now