Robert Bennett

Most wealth advisors manage money. Robert S. Bennett manages outcomes — across generations, across balance sheets, and across the full complexity of what it means to build, preserve and transfer serious wealth.
With more than 34 years advising ultra-high-net-worth families, private business owners, senior executives, and professionals from his Palm Beach office, Robert brings an unusual combination to the table: the analytical precision of a trained attorney, the institutional depth of a global banking powerhouse, and the personal judgment that only comes from decades of navigating markets, transitions, and family dynamics at the highest level.

His academic foundation is rare in this industry. Robert holds a B.S. in Economics from Southern Methodist University, a Juris Doctorate from Georgetown University Law Center, and a Master of Advanced Wealth Management from NYU's Stern School of Business. He also holds the Certified Investment Management Analyst® (CIMA®) designation — earned in conjunction with the Wharton School of Business — one of the most rigorous credentials in the field. Before transitioning to wealth management, he practiced law at Bierbower & Rockefeller in Washington, D.C. That legal background isn't incidental. Robert does not provide legal advice in his current role at Merrill.

Robert works at the intersection of investment strategy and comprehensive balance sheet management — a distinction that matters enormously for clients whose lives don't fit neatly into a brokerage account. His practice encompasses concentrated position management, alternative investments, multigenerational wealth planning, and access to the full credit platform of Bank of America: jumbo mortgages, yacht and aircraft financing, fine art lending, commercial credit, and banking. When a client needs liquidity, capital, or a bridge between where they are and where they're going, Robert has the resources — and the relationships — to deliver.

What sets Robert apart is not the breadth of services. It is the standard of service. His team is built around a single operating philosophy: every client deserves a distinctive experience — white-glove, high-touch, and deeply personalized — backed by the institutional scale of one of the world's largest financial institutions.

Civic leadership reflects the man as much as the career. Robert has served on the Florida Chamber of Commerce Board of Directors, the George W. Bush Presidential Center National Finance Committee (as Florida State Co-Chair), and the Planned Giving Council for Place of Hope, a Christian foster-care organization. He is a member of Winged Foot Golf Club (New York), Congressional Country Club (Washington, D.C.), and The Medalist Golf Club (Hobe Sound, Florida).
Robert is married with five children and is based on Palm Beach Island.

_{*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.}