As a Wealth Management Advisor for the past 30 years, Robert has focused on accelerating clients' pursuit of their wealth management goals which may include: 1. delivering risk-adjusted wealth management, 2. tax mitigation strategies, 3. asset protection, 4. wealth transfer plan to heirs, & 5. maximize impact of charitable gifts. Robert applies his knowledge of wealth management to help manage risk. In addition, he uses portfolio construction techniques designed to help mitigate the effects of market volatility & deliver asset management for clients.

Robert utilizes Bank of America's award-winning equity research & the Chief Investment Office to help deliver asset management outcomes for clients. He also takes advantage of Merrill's asset management models to help deliver results for clients. Robert's team also uses Merrill's powerful digital planning tool - Merrill Personal Wealth Analysis®- to provide clear answers to clients' questions on likelihood of supporting a certain level of lifestyle & having enough money for end of life scenarios.

Robert has a particular aptitude for working with public corporate executives, professionals, private business owners, and private foundations. He has developed successful portfolio strategies for ultra-high-net-worth clients & private foundations which accelerates achieving their financial goals. Robert's team is committed to providing the highest level of personalized service and attention to detail which results in clients' enjoying a distinctive advisory & asset management experience.  Robert was an attorney with Bierbower and Rockefeller, located in Washington, DC. Robert does not provide legal advice in his current role with Merrill. In addition to earning a B.S. in economics from Southern Methodist University and a Juris Doctorate from Georgetown Law Center, Robert holds a Master of Advanced Wealth Management degree from New York University's Stern School of Business. He also holds the Certified Investment Management Analyst®, CIMA®, certification. The CIMA® designation is awarded by the Investments & Wealth Institute™ (The Institute), in conjunction with the Wharton School of Business at the University of Pennsylvania. Active in many organizations, Robert served on the Florida Chamber of Commerce Board of Directors. He has also served on the George W. Bush Presidential Center National Finance Committee and was the State Co-Chair of Florida for the Bush Presidential Center. He served on the Planned Giving Council for Place of Hope, a Christian foster-care services group.

Robert is married with five children. He enjoys competitive golf and is a member of the Winged Foot Golf Club in New York, the Congressional Country Club in Washington, D.C., and the Medalist Golf Club in Hobe Sound, Florida.

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