Bob Ciullo, CPWA®

Bob Ciullo

Managing Director of the Advisor Group

Bob Ciullo is Managing Director of the Advisor Group at PagnatoKarp, with a primary responsibility for business expansion and growth. He is a well-known and respected leader in the financial industry with more than 30 years serving investors and advisors. Bob specializes in helping advisors grow organically through referrals, community involvement, and social media, and inorganically through mergers and acquisitions. He also consults with buyers and sellers in preparing their firms, overcoming obstacles, and sharpening their approach to the strategic benefits of M&A.

Prior to joining PagnatoKarp, Bob spent 12 years at Schwab Advisor Services, accelerating top-line growth and market penetration for hundreds of advisors in the DC Metro region. He was a top-performing leader, helping advisors grow their business, expand their offering, and adapt to competitive changes. Bob also held leadership positions at UBS Wealth Management, consulting with over 600 financial advisors to deliver holistic client solutions, as well as Wachovia, Lincoln Financial, and AXA Equitable.

Bob is a graduate of Rutgers University and received his MBA through the Hugh McColl School of Business at Queens College. He holds the CPWA, ChFC and CLU professional designations and is an active member of the local Financial Planning Association.

In the community, Bob is very involved with his church and helping local non-profits in Western Loudoun County with their fundraising efforts serving needy families. He has also been a very active parent advocate in his local school district.

Bob and his wife, Carol, are the proud parents of 7 children and have lived in Western Loudoun County for 15 years.