Having begun his professional journey as a Vice President at the esteemed Money Management Institute, a nationally recognized trade association focusing on proficient investment solutions, Robert's evolution led him to Merrill Lynch Wealth Management in 2016.
At Merrill, his focus is on providing clients with tailored investment plans. With expertise in both corporate retirement plans and individual wealth management, Robert collaborates closely with business owners, plan sponsors, and participants to ensure a secure retirement future. His skills extend to enhancing existing 401k plans, delivering employee education sessions, managing fiduciary duties, and establishing executive compensation and Non-Qualified retirement programs.
Beyond his financial expertise, Robert finds joy in traveling, sporting clays, and coaching CrossFit in the local community. An active contributor to the local and national Phillips Andover Alumni Association, Robert's engagement extends beyond his financial pursuits.
Connect with Robert for:
• Personalized Wealth Management
• Retirement Planning Strategies
• Small Business Solutions
Highlights:
• Played Junior A Hockey from 2002-2004
• Graduated from the University of Maryland in 2008
• Earned his MBA from George Mason University in 2013
• Competed as a CrossFit Regional Athlete in 2014 & 2015
• Achieved consecutive Metropolitan Club Sporting Clays Championships in 2017 & 2018
Robert's journey reflects a balance between financial expertise and personal interests, underscored by a commitment to helping others secure their financial futures.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
