Robert Bennett

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 strategies, 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 portfolio strategies for ultra-high-net-worth clients & private foundations which helped accelerate 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.

_{*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.
*Extel, formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel’s 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Rankings and recognition from Extel are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).}