With over 24 years experience as a financial advisor, Rob is dedicated to providing customized strategies for each client's unique financial situation. Throughout his career, Rob's hallmark has been taking the time to develop deep relationships with each client and understand their lives beyond their financial goals. With this level of understanding, Rob provides disciplined planning and guidance that takes into consideration his clients' short and long term objectives and risk tolerance. Through these relationships, he is able to maintain an exceptionally high retention rate and has been honored to provide guidance to the next generation of clients in countless instances. With over 20 years of experience, Rob has seen his clients through several market cycles and provided the steady hand to guide them through it. Clients continue to work with Rob, and refer friends and family, because of his Goals-Based Wealth Management approach. This allows him to optimize his clients' financial resources and help them pursue their goals through regular meetings and financial reviews. A 48 year resident of Manatee County, Rob and his wife Krista are involved with several charities and are deeply rooted in the community. They have four children and reside in Bradenton.
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.