• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
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Our Team

Rob D. Kantor

CIO & Co-founder Contact Me

Robert Kantor is the Chief Investment Officer and co-founder of XML Financial Group. He oversees the firm’s investment advisory activity and is also head of the firm’s investment committee. Previously, he was Vice President and a Senior Financial Advisor at Merrill Lynch, where he specialized in custom retirement plan design. In addition, he also served on the Advisory Council to Management and was a founder of the Charitable Giving Committee.

Education & Philanthropy

Rob received a Bachelor of Science degree in business management from the University of Maryland’s Robert H. Smith School of Business. He has also chaired the golf committees for both the Amity Club of Washington and Lakewood Country Club. He has served as a Lakewood Country Club board member and sat on the Board of the National Capital Area Alzheimer’s Association.

Investment advisory services offered through XML Financial Group. Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.

 

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

Robert Kantor is the Chief Investment Officer and co-founder of XML Financial Group. He oversees the firm’s investment advisory activity and is also head of the firm’s investment committee. Previously, he was Vice President and a Senior Financial Advisor at Merrill Lynch, where he specialized in custom retirement plan design. In addition, he also served on the Advisory Council to Management and was a founder of the Charitable Giving Committee.

Education & Philanthropy

Rob received a Bachelor of Science degree in business management from the University of Maryland’s Robert H. Smith School of Business. He has also chaired the golf committees for both the Amity Club of Washington and Lakewood Country Club. He has served as a Lakewood Country Club board member and sat on the Board of the National Capital Area Alzheimer’s Association.

Investment advisory services offered through XML Financial Group. Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.