As a Wealth Management Advisor, Koby is responsible for the onboarding of new Wealth Management clients. He conducts clients meeting and annual Investment Reviews. Koby has a passion for helping others reach their financial goals. He helps to oversee all assets are invested according to the client’s needs. One of his favorite aspects of the job is the ability to oversee the development of each client’s long term Financial Plan.
As an Investment Advisor Representative affiliated with Archer Investment Corporation, Koby seeks to provide our clients with enhanced financial services with investments and retirement plans to perform needs analysis, profile portfolio risks, and perform due diligence on our clients’ behalf.
Koby graduated from Montgomery College with an Associates in Business. He then went on to the University of Maryland at College Park to finish his degree in business management.
When Koby is not working with clients, he loves going on adventures with his friends and family. His hobbies include snowboarding, playing basketball, and going to the beach with his family.