Robert Nero has been in the financial services industry since 1996 and joined Merrill Lynch Wealth Management in 2016. Robert uses his extensive background in retail banking, and access to the investment resources of Merrill Lynch Wealth Management, to work closely with his clients on portfolio construction, retirement income planning, and financial management with a focus on both sides of a client’s balance sheet. His focus is developing a personal connection and deep understanding of each client's short and long-term objectives to construct individualized strategies. Robert is a graduate of Tufts University with a bachelor's degree in English and American literature. He and his wife, Davina, live in Huntington Village.

Forbes has named Robert on it's 2023 "Best-in-State Wealth Management Teams" list (*Published on January 12,2023. Rankings based on data as of March 31, 2022.)

Robert follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in his community.

Data provided by SHOOK^® Research, LLC.  Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.