Robert began his career at JP Morgan Chase as a banker, helping high-net-worth clients with cash management and credit needs before transitioning to Merrill Lynch Wealth Management in 2022. Since then, he has continued to progress his career in financial services where he now focuses on managing the wealth of clients with substantial means. He feels that his educational background from Bentley University, where he studied capital markets and business economics, enables Robert to perceive financial markets with a deep understand of their interconnectivity and complex relationship to his clients’ goals. Robert feels that his fascination with finance and compassion for others has been a guiding beacon for his clients as he works within their desired parameters to build personalized financial plans that they can be proud of.
I believe that the best financial approach is to take on the role of a financial steward for you and your family. Finances, especially investing for the future, can be complex and at times it may even feel as if your resources are competing against each other. Family expansion plans but unsure whether to upgrade the home or save for college? Idle capital from the sale of a business while you plan your next venture? Trouble balancing retirement, health care costs, and preparing your wealth for the next generation? I strive to simplify these, and other complicated decisions with you and work toward the growth and preservation of your wealth with a priority mindset. Having the dedication of an experienced professional who understands your wants, needs, and aspirations to steward your wealth into the future by providing clarity and confidence in every financial decision is the standard my clients expect from me.
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.
