Originally from Hampton Roads, Virginia, Robert has been in the financial services industry since 2003 and joined Merrill Lynch Wealth Management in 2012. His focus is on developing strategies and recommendations for individuals, their families and their businesses to help them meet their short- and long-term financial goals.

Robert's approach to wealth management is consultative and objective, and he is committed to providing excellent service. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations as well as time horizon, risk tolerance and liquidity needs. And third, he follows up with discussions covering a wide range of opportunities, including investments, credit and lending through Bank of America, retirement, and estate planning services. Robert is able to work closely with clients and their family, as well as with Merrill specialists and clients' outside professionals, to coordinate a teamwork approach to addressing particular special needs planning issues.

Robert currently resides in Bradenton, Florida with his wife, Robin, where they invest their time in various community projects and volunteering. They also enjoy visiting the Gulf Coast's beautiful beaches as well as playing tennis.
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.