Robert Santos, Financial Advisor, began his financial services career in 2020. As a Financial Advisor, Robert can assist you by helping you build a wealth management strategy to address your individual needs. Robert focuses on delivering a comprehensive approach to managing wealth, beginning by listening and helping you make informed decisions as you develop your strategy.
Though I am happy to connect with anyone, I tend to have the best relationships with active and retired professionals who prefer to work with someone who is direct but speaks from a place of kindness with an invested interest in their success.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
