Robert Debbs is the senior member of the Royal Palm Wealth Management Group. He joined UBS after a successful career as an entrepreneur and consultant. Robert earned an M.B.A. from New York University’s Stern School of Business. Prior to joining Merrill Lynch Wealth Management, he worked for Source Capital Group in their Investment Banking division and also as the owner/operator of a technical staffing company. Robert is a Senior Vice President and Wealth Management Advisor. He is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. He holds Series 7 and 66 FINRA registrations as well Life, Health and Variable Annuities insurance licenses. Robert is a member of the following local committees: Carmelite Systems Inc.-the Lourdes Noreen McKeen facility in West Palm Beach, and the Town of Palm Beach United Way. He and his wife are proud parents of twins. They co-founded the non-profit organization named after his son: Red Sneakers for Oakley. It was formed to help spread awareness on the growing, global, food allergy epidemic and better educate people on how to respond to anaphylaxis. Robert is an avid skiier, surfer and tennis player.
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.
