Bob strives to be the single best source for financial advice with the clients' priorities serving as Bob's empirical roadmap. Bob enjoys assisting clients with the development, pursuit, and achievement of lifelong goals regarding financial security and wealth. He joined Merrill Lynch Wealth Management in 2015, after spending 11 years at Morgan Stanley Smith Barney. Bob resides in idyllic Northern Virginia with his family and Finn, a young and energetic Golden Retriever.
Working with each client to develop a robust master plan, Bob develops and successfully implements financial strategies that range from asset accumulation to the efficient and coordinated transfer of wealth. Furthermore, Bob's experience includes working with businesses, families, and individuals, and tailors his approach to accommodate each unique situation.
Bob offers personalized recommendations that address:
- Retirement Income Planning
- Trust & Estate Planning Services
- Designing company sponsored 401(k)/ Retirement plans
- Business transition planning
- Individual wealth preservation and insurance planning strategies
His designations include:
CFP®, CERTIFIED FINANCIAL PLANNER™ certification
ChFC®, Chartered Financial Consultant® from The American College
CLU®, Chartered Life Underwriter® from The American College
NMLS ID 1265084
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.
