Robert's background as a Marine Corps Officer positions him well to serve clients at Merrill. His experiences planning for and working within dynamically complex environments afforded him the opportunity to develop a skill set that directly correlates to shepherding clients through the many aspects of Wealth Management and Financial Markets.
Robert leverages investment insights of Merrill, along with access to the banking services of Bank of America to offer a myriad of potential opportunities and solutions in today’s fast-moving economy.
My mission is to connect the financial dots and achieve a sense of peace for my clients within their lives. Placing the investor at the center of the wealth management process—while maintaining a market focus — allows me to help clients through decisions and financial transitions that occur in their lives. I start with a conversation, building a foundation that helps me understand your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, I will customize a disciplined wealth management strategy, drawing upon investment insights of Merrill and access to the banking solutions of Bank of America.
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.
