Robert Bennett

Robert S. Bennett is a Wealth Management Advisor with Merrill Lynch Wealth Management, with over 30 years of experience advising high-net-worth families, executives, and private business owners.
Based in Palm Beach, Florida, Robert works with clients on investment strategy, wealth preservation, liquidity and credit solutions, banking services and multigenerational planning, coordinating closely with their legal and tax advisors. His focus is helping clients make sound decisions across their entire balance sheet—particularly during periods of transition, complexity, or opportunity.
A Georgetown University Law Center graduate located in Washington D.C., Robert brings a disciplined, thoughtful approach to wealth management, combining institutional-level investment and risk management expertise. He believes his clients value his clarity, discretion, and ability to simplify complex financial matters.
Robert’s philosophy is built on long-term alignment, prudent risk management, and stewardship, with the goal of helping clients preserve and grow wealth across generations.
Robert's team is committed to providing the highest level of personalized service and attention to detail which they believe 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.

_{*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.}